How big is Capital Alpha Partners, LLC's plan?

Capital Alpha Partners, LLC's plan reported $4.9M in assets and 15 participants for 2024.

Original filing (PDF)20250609115534NAL0014187809001

Capital Alpha Partners, LLC

Name: Capital Alpha Partners, LLC — Capital Alpha, Form 5500 (2024)
Creator: Capital Alpha Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Alpha Partners, LLC 401(k) Plan

401(k) retirement plan · Capital Alpha Partners, LLC's Capital Alpha Partners, LLC 401(k) Plan held $4.9M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Courtney Oldham signed Capital Alpha Partners, LLC's 2024 Form 5500 as plan administrator.

Courtney Oldham — 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 Alpha Partners, LLC's EIN is 26-1379713.

EIN 26-1379713

Plan number 001

Plan year 2024

ACK ID 20250609115534NAL0014187809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Alpha Partners, 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 CAPITAL ALPHA PARTNERS, 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