How big is Capozzi Adler, P.C.'s plan?

Capozzi Adler, P.C.'s plan reported $5.7M in assets and 32 participants for 2024.

Original filing (PDF)20250609163519NAL0012446195001

Capozzi Adler, P.C.

Name: Capozzi Adler, P.C. — Capozzi Adler, PC Retirement, Form 5500 (2024)
Creator: Capozzi Adler, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capozzi Adler, PC Retirement Savings Plan

401(k) retirement plan · Capozzi Adler, P.C.'s Capozzi Adler, PC Retirement Savings Plan held $5.7M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Angela Lloyd signed Capozzi Adler, P.C.'s 2024 Form 5500 as plan administrator.

Angela Lloyd — 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

Capozzi Adler, P.C.'s EIN is 23-2911821.

EIN 23-2911821

Plan number 001

Plan year 2024

ACK ID 20250609163519NAL0012446195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capozzi Adler, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capozzi Adler, P.C.'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 CAPOZZI ADLER, P.C..

Finding similar companies…

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

Knocking points off