Back to filter
Original filing (PDF)20250609163519NAL0012446195001
CAPOZZI ADLER, P.C.
Form 5500-SF
FILING_RECEIVED
CAPOZZI ADLER, PC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
32
Accounts w/ balance
23
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPOZZI ADLER, P.C..
Plan sponsor
Name
CAPOZZI ADLER, P.C.
EIN
23-2911821
Address
2933 NORTH FRONT STREET · HARRISBURG, PA · 17110
Phone
(717) 233-4101
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
KILCOYNE & NESBITT, LLC
KILCOYNE & NESBITT, LLC 401(K) PROFIT SHARING PLAN AND TRUST
$5.7M · 23 participants
WARD, HOCKER & THORNTON, PLLC
WARD, HOCKER & THORNTON, PLLC 401(K) PLAN
$5.7M · 47 participants
GEITTMANN LARSON SWIFT, LLP
GEITTMANN LARSON SWIFT, LLP PROFIT SHARING PLAN
$5.7M · 13 participants
MILLING BENSON WOODWARD L.L.P.
MILLING BENSON WOODWARD L. L. P. SAVINGS PLAN
$5.7M · 16 participants
BURR & FORMAN LLP
BURR & FORMAN LLP EMPLOYEES' 401(K) PLAN
$5.7M · 97 participants
MSKVT, PLC
MSKVT, PLC 401(K) PLAN
$5.7M · 15 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B