How big is Capital Management Strategies, LLC's plan?

Capital Management Strategies, LLC's plan reported $207K in assets and 3 participants for 2024.

Original filing (PDF)20251231112729NAL0046068674001

Capital Management Strategies, LLC

Name: Capital Management Strategies, LLC — CMS 401(k) Plan, Form 5500 (2024)
Creator: Capital Management Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CMS 401(k) Plan

401(k) retirement plan · Capital Management Strategies, LLC's CMS 401(k) Plan held $207K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

Plan identifiers

Capital Management Strategies, LLC's EIN is 27-3912866.

EIN 27-3912866

Plan number 001

Plan year 2024

ACK ID 20251231112729NAL0046068674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Management Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITAL MANAGEMENT STRATEGIES, 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