How big is Capital Advisors, Ltd.'s plan?

Capital Advisors, Ltd.'s plan reported $6.6M in assets and 13 participants for 2024.

Original filing (PDF)20250415090149NAL0001399555001

Capital Advisors, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Capital Advisors, Ltd. Retirement Savings Plan

401(k) retirement plan · Capital Advisors, Ltd.'s Capital Advisors, Ltd. Retirement Savings Plan held $6.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

Capital Advisors, Ltd.'s EIN is 34-1884035.

EIN 34-1884035

Plan number 001

Plan year 2024

ACK ID 20250415090149NAL0001399555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Advisors, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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