What public Form 5500 filings show about the Cape Financial Group LLC 401(k) plan — and how to find and check your own account.
Cape Financial Group LLC (EIN 45-3998141) reports CAPE FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $553K in plan assets across 10 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cape Financial Group LLC filing — schedules, fees, and providers.
Cape Financial Group LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cape Financial Group LLCHR for the recordkeeper’s name and login.
