How big is Cape Advisors Inc.'s plan?

Cape Advisors Inc.'s plan reported $471K in assets and 9 participants for 2025.

Original filing (PDF)20260513161538NAL0006939811001

Cape Advisors Inc.

Name: Cape Advisors Inc. — Cape Advisors Inc. 401(k), Form 5500 (2025)
Creator: Cape Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cape Advisors Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cape Advisors Inc.'s Cape Advisors Inc. 401(k) Profit Sharing Plan & Trust held $471K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

People on this filing

Angela Crowell signed Cape Advisors Inc.'s 2025 Form 5500 as plan administrator.

Angela Crowell — 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

Cape Advisors Inc.'s EIN is 22-3437262.

EIN 22-3437262

Plan number 001

Plan year 2025

ACK ID 20260513161538NAL0006939811001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cape Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cape Advisors Inc.'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 CAPE ADVISORS INC.

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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