How big is Capital Markets Advisors, LLC's plan?

Capital Markets Advisors, LLC's plan reported $3.2M in assets and 14 participants for 2024.

Original filing (PDF)20251009090216NAL0010609664001

Capital Markets Advisors, LLC

Name: Capital Markets Advisors, LLC — Capital Markets, Form 5500 (2024)
Creator: Capital Markets Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Markets Advisors, LLC Defined Benefit Plan

Defined-benefit pension plan · Capital Markets Advisors, LLC's Capital Markets Advisors, LLC Defined Benefit Plan held $3.2M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Capital Markets Advisors, LLC's EIN is 02-0582108.

EIN 02-0582108

Plan number 002

Plan year 2024

ACK ID 20251009090216NAL0010609664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Markets Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Markets Advisors, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL MARKETS ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score