How big is Cape COD Wealth Strategies & I's plan?

Cape COD Wealth Strategies & I's plan reported $248K in assets and 2 participants for 2025.

Original filing (PDF)20260413091404NAL0021886754001

Cape COD Wealth Strategies & I

Name: Cape COD Wealth Strategies & I — Cape COD Wealth, Form 5500 (2025)
Creator: Cape COD Wealth Strategies & I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cape COD Wealth Strategies & I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cape COD Wealth Strategies & I's Cape COD Wealth Strategies & I 401(k) Profit Sharing Plan & Trust held $248K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

People on this filing

Dustin Aiguier signed Cape COD Wealth Strategies & I's 2025 Form 5500 as plan administrator.

Dustin Aiguier — 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

Cape COD Wealth Strategies & I's EIN is 26-2262773.

EIN 26-2262773

Plan number 001

Plan year 2025

ACK ID 20260413091404NAL0021886754001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cape COD Wealth Strategies & I from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cape COD Wealth Strategies & I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE COD WEALTH STRATEGIES & I.

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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