How big is Capital Counsel LLC's plan?

Capital Counsel LLC's plan reported $11.2M in assets and 13 participants for 2024.

Original filing (PDF)20251003142350NAL0001508673001

Capital Counsel LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Counsel LLC Profit Sharing Plan

401(k) retirement plan · Capital Counsel LLC's Capital Counsel LLC Profit Sharing Plan held $11.2M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

Plan identifiers

Capital Counsel LLC's EIN is 13-4074768.

EIN 13-4074768

Plan number 002

Plan year 2024

ACK ID 20251003142350NAL0001508673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Counsel LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off