How big is Captive Planning Associates LLC's plan?

Captive Planning Associates LLC's plan reported $2.9M in assets and 10 participants for 2025.

Original filing (PDF)20260521124106NAL0002700784001

Captive Planning Associates LLC

Name: Captive Planning Associates LLC — Captive Planning, Form 5500 (2025)
Creator: Captive Planning Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Captive Planning Associates 401(k) Plan

401(k) retirement plan · Captive Planning Associates LLC's Captive Planning Associates 401(k) Plan held $2.9M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Moira CAVA signed Captive Planning Associates LLC's 2025 Form 5500 as plan administrator.

Moira CAVA — 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

Captive Planning Associates LLC's EIN is 20-8979061.

EIN 20-8979061

Plan number 001

Plan year 2025

ACK ID 20260521124106NAL0002700784001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Captive Planning Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Captive Planning Associates 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 CAPTIVE PLANNING ASSOCIATES 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