Original filing (PDF)20260514050821NAL0016371778001

Capobianco & Associates, LLC DBA Capobianco Financial Advisors

Name: Capobianco & Associates, LLC DBA Capobianco Financial Advisors — Form 5500 Plan 001 (2025)
Creator: Capobianco & Associates, LLC DBA Capobianco Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capobianco Financial Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Capobianco & Associates, LLC DBA Capobianco Financial Advisors' Capobianco Financial Advisors 401(k) Profit Sharing Plan held $3.4M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Capobianco & Associates, LLC DBA Capobianco Financial Advisors' EIN is 06-1580092.

EIN 06-1580092

Plan number 001

Plan year 2025

ACK ID 20260514050821NAL0016371778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capobianco & Associates, LLC DBA Capobianco Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capobianco & Associates, LLC DBA Capobianco Financial Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, 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 CAPOBIANCO & ASSOCIATES, LLC DBA CAPOBIANCO 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