How big is Capitol Financial Solutions, LLC's plan?

Capitol Financial Solutions, LLC's plan reported $6.5M in assets and 39 participants for 2025.

Original filing (PDF)20260420103421NAL0001342561001

Capitol Financial Solutions, LLC

Name: Capitol Financial Solutions, LLC — Capitol Financial, Form 5500 (2025)
Creator: Capitol Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitol Financial Solutions 401(k) Plan

401(k) retirement plan · Capitol Financial Solutions, LLC's Capitol Financial Solutions 401(k) Plan held $6.5M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Capitol Financial Solutions, LLC's EIN is 20-1896791.

EIN 20-1896791

Plan number 001

Plan year 2025

ACK ID 20260420103421NAL0001342561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capitol Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capitol Financial Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off