How big is Capital Access, Inc.'s plan?

Capital Access, Inc.'s plan reported $1.4M in assets and 17 participants for 2024.

Original filing (PDF)20250721145103NAL0004156354001

Capital Access, Inc.

Name: Capital Access, Inc. — Capital Access, Inc. 401(k), Form 5500 (2024)
Creator: Capital Access, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Access, Inc. 401(k) Plan

401(k) retirement plan · Capital Access, Inc.'s Capital Access, Inc. 401(k) Plan held $1.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Bianca Golenor signed Capital Access, Inc.'s 2024 Form 5500 as plan administrator.

Bianca Golenor — 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

Capital Access, Inc.'s EIN is 23-2942106.

EIN 23-2942106

Plan number 001

Plan year 2024

ACK ID 20250721145103NAL0004156354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Access, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Access, Inc.'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 CAPITAL ACCESS, 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

Knocking points off