How big is Capital Portfolio Management, LLC's plan?

Capital Portfolio Management, LLC's plan reported $788K in assets and 3 participants for 2023.

Original filing (PDF)20240917123330NAL0002901377001

Capital Portfolio Management, LLC

Name: Capital Portfolio Management, LLC — Capital Portfoli, Form 5500 (2023)
Creator: Capital Portfolio Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Portfolio Management, LLC 401(k) Plan

401(k) retirement plan · Capital Portfolio Management, LLC's Capital Portfolio Management, LLC 401(k) Plan held $788K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

Plan identifiers

Capital Portfolio Management, LLC's EIN is 06-1693045.

EIN 06-1693045

Plan number 001

Plan year 2023

ACK ID 20240917123330NAL0002901377001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Capital Portfolio Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Capital Portfolio Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL PORTFOLIO MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score