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

Capital Advisors, Ltd.'s plan reported $2.8M in assets and 13 participants for 2024.

Original filing (PDF)20250916164315NAL0002171969001

Capital Advisors, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Capital Advisors, Ltd. Cash Balance Plan

Defined-benefit pension plan · Capital Advisors, Ltd.'s Capital Advisors, Ltd. Cash Balance Plan held $2.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

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

EIN 34-1884035

Plan number 002

Plan year 2024

ACK ID 20250916164315NAL0002171969001

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 a defined-benefit pension formula, a cash-balance formula.

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 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