What public Form 5500 filings show about the Capital Premium Financing, LLC 401(k) plan — and how to find and check your own account.
Capital Premium Financing, LLC (EIN 82-0423224) reports RETIREMENT INCOME SECURITY PLAN-CAPITAL PREMIUM FINANCING, LLC on its most recent Form 5500, with $9.2M in plan assets across 161 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 Capital Premium Financing, LLC filing — schedules, fees, and providers.
Capital Premium Financing, 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 Capital Premium Financing, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EP WEALTH ADVISORS, MATRIX TRUST, AMERITAS LIFE INSURANCE, HEALTHEQUITY RETIREMENT SERVICES L.
