How big is Captive Alternatives, LLC's plan?

Captive Alternatives, LLC's plan reported $610K in assets and 10 participants for 2024.

Original filing (PDF)20250926073741NAL0003883251001

Captive Alternatives, LLC

Name: Captive Alternatives, LLC — Madison US Retirement, Form 5500 (2024)
Creator: Captive Alternatives, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Madison US Retirement Plan

401(k) retirement plan · Captive Alternatives, LLC's Madison US Retirement Plan held $610K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$610K

Net assets (EOY)

$610K

People on this filing

ANN Marie Chambliss signed Captive Alternatives, LLC's 2024 Form 5500 as plan administrator.

ANN Marie Chambliss — 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

Captive Alternatives, LLC's EIN is 26-1284627.

EIN 26-1284627

Plan number 001

Plan year 2024

ACK ID 20250926073741NAL0003883251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Captive Alternatives, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Captive Alternatives, LLC'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 CAPTIVE ALTERNATIVES, LLC.

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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