How big is Cappetta Associates, LLC's plan?

Cappetta Associates, LLC's plan reported $21K in assets and 10 participants for 2024.

Original filing (PDF)20251015101708NAL0004559537001

Cappetta Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Cappetta Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cappetta Associates, LLC's Cappetta Associates, LLC 401(k) Profit Sharing Plan held $21K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

Plan identifiers

Cappetta Associates, LLC's EIN is 26-3956125.

EIN 26-3956125

Plan number 001

Plan year 2024

ACK ID 20251015101708NAL0004559537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cappetta Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPPETTA ASSOCIATES, LLC.

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Plan health score

Above-average plan

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