Original filing (PDF)20250728165346NAL0000930467001

CAPTION ASSOCIATES LLC

Name: CAPTION ASSOCIATES LLC — CAPTION ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: CAPTION ASSOCIATES LLC

Form 5500-SF

FILING_RECEIVED

CAPTION ASSOCIATES LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPTION ASSOCIATES LLC.

Plan sponsor

Name

CAPTION ASSOCIATES LLC

EIN

20-3065615

Address

3514 CLINTON PARKWAY SUITE A324 · LAWRENCE, KS · 66047

Phone

(866) 602-3933

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-01

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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