How big is Capitol Financial Advisors' plan?

Capitol Financial Advisors' plan reported $2.8M in assets and 5 participants for 2024.

Original filing (PDF)20251008191839NAL0014092050001

Capitol Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Capitol Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Capitol Financial Advisors' Capitol Financial Advisors 401(k) Profit Sharing Plan held $2.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Capitol Financial Advisors' EIN is 04-3424859.

EIN 04-3424859

Plan number 002

Plan year 2024

ACK ID 20251008191839NAL0014092050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitol Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitol Financial Advisors' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score