How big is Capital Trading Group, LLLP's plan?

Capital Trading Group, LLLP's plan reported $2.4M in assets and 6 participants for 2024.

Original filing (PDF)20250609082508NAL0040419106001

Capital Trading Group, LLLP

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

Form 5500-SF

FILING_RECEIVED

Capital Trading Group, LLLP 401(k) Plan

401(k) retirement plan · Capital Trading Group, LLLP's Capital Trading Group, LLLP 401(k) Plan held $2.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Patrick Lafferty signed Capital Trading Group, LLLP's 2024 Form 5500 as plan administrator.

Patrick Lafferty — 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 Trading Group, LLLP's EIN is 20-4993495.

EIN 20-4993495

Plan number 001

Plan year 2024

ACK ID 20250609082508NAL0040419106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Trading Group, LLLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TRADING GROUP, LLLP.

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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