How big is Kaptivate, LLC's plan?

Kaptivate, LLC's plan reported $1.0M in assets and 18 participants for 2024.

Original filing (PDF)20250618112610NAL0005645906001

Kaptivate, LLC

Name: Kaptivate, LLC — Kaptivate, LLC Profit Sharing Plan, Form 5500 (2024)
Creator: Kaptivate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kaptivate, LLC Profit Sharing Plan Trust

401(k) retirement plan · Kaptivate, LLC's Kaptivate, LLC Profit Sharing Plan Trust held $1.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

RON Vassallo signed Kaptivate, LLC's 2024 Form 5500 as plan administrator.

RON Vassallo — 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

Kaptivate, LLC's EIN is 27-0200845.

EIN 27-0200845

Plan number 001

Plan year 2024

ACK ID 20250618112610NAL0005645906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kaptivate, 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 KAPTIVATE, 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