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Original filing (PDF)20251230110707NAL0010933107001
CAPOZZI ADLER, P.C
Form 5500
FILING_RECEIVED
CAPOZZI ADLER, P.C EMPLOYEE BENEFIT PLAN
Health & welfare plan
Active participants
25
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
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 N FRONT ST · HARRISBURG, PA · 171101250
Phone
(717) 233-4101
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENECON GROUP | 23-1315351 | — | BROKER | $13K | — |
| MPB RISK SERVICES, LLC | 85-0556241 | — | BROKER | $5K | — |
| COMMONWEALTH FINANCIAL GROUP | 23-2399040 | — | BROKER | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REVIVEHEALTH, INC | 86-1279290 | — | ADMIN | $650 | — |
| CAPITAL BLUECROSS | 23-0455154 | — | ADMIN | -$6 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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