How big is Caparella-Kraemer & Associates LLC's plan?

Caparella-Kraemer & Associates LLC's plan reported $1.4M in assets and 6 participants for 2025.

Original filing (PDF)20260518095016NAL0009261123001

Caparella-Kraemer & Associates LLC

Name: Caparella-Kraemer & Associates LLC — Caparella-Kraem, Form 5500 (2025)
Creator: Caparella-Kraemer & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caparella-Kraemer & Associates LLC 401(k) Plan

401(k) retirement plan · Caparella-Kraemer & Associates LLC's Caparella-Kraemer & Associates LLC 401(k) Plan held $1.4M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Courtney Caparella-Kraemer signed Caparella-Kraemer & Associates LLC's 2025 Form 5500 as plan administrator.

Courtney Caparella-Kraemer — 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

Caparella-Kraemer & Associates LLC's EIN is 27-0868820.

EIN 27-0868820

Plan number 001

Plan year 2025

ACK ID 20260518095016NAL0009261123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caparella-Kraemer & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caparella-Kraemer & Associates LLC's plan includes profit-sharing, 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 CAPARELLA-KRAEMER & ASSOCIATES 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