How big is Capodice, EFAW, Ocheltree & Elger, PLLC's plan?

Capodice, EFAW, Ocheltree & Elger, PLLC's plan reported $4.5M in assets and 13 participants for 2024.

Original filing (PDF)20251013104442NAL0000496643001

Capodice, EFAW, Ocheltree & Elger, PLLC

Name: Capodice, EFAW, Ocheltree & Elger, PLLC — Form 5500 Plan 002 (2024)
Creator: Capodice, EFAW, Ocheltree & Elger, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capodice, EFAW, Ocheltree & Elger, PLLC Cash Balance Pension Plan

Defined-benefit pension plan · Capodice, EFAW, Ocheltree & Elger, PLLC's Capodice, EFAW, Ocheltree & Elger, PLLC Cash Balance Pension Plan held $4.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Capodice, EFAW, Ocheltree & Elger, PLLC's EIN is 37-1334538.

EIN 37-1334538

Plan number 002

Plan year 2024

ACK ID 20251013104442NAL0000496643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capodice, EFAW, Ocheltree & Elger, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capodice, EFAW, Ocheltree & Elger, PLLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPODICE, EFAW, OCHELTREE & ELGER, PLLC.

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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