How big is Capital Resources, LLC's plan?

Capital Resources, LLC's plan reported $5.4M in assets and 8 participants for 2024.

Original filing (PDF)20250514143146NAL0029924992001

Capital Resources, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Resources Retirement Savings Plan

401(k) retirement plan · Capital Resources, LLC's Capital Resources Retirement Savings Plan held $5.4M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

James McKernan signed Capital Resources, LLC's 2024 Form 5500 as plan administrator.

James McKernan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capital Resources, LLC's EIN is 20-2511290.

EIN 20-2511290

Plan number 001

Plan year 2024

ACK ID 20250514143146NAL0029924992001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Resources, 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 CAPITAL RESOURCES, 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