How big is Capital Income Advisors, LLC's plan?

Capital Income Advisors, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20251015025637NAL0005184288001

Capital Income Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Income Advisors, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Capital Income Advisors, LLC's Capital Income Advisors, LLC Defined Benefit Pension Plan held $1.8M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Capital Income Advisors, LLC's EIN is 27-4334496.

EIN 27-4334496

Plan number 002

Plan year 2024

ACK ID 20251015025637NAL0005184288001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Income Advisors, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL INCOME ADVISORS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score