CAPITAL INSURANCE AND FINANCIAL SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
19
Plan assets (EOY)
$999K
Net assets (EOY)
$999K
Plan health score
87
/ 100
Grade A
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
55
Vendor & structure
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL INSURANCE AND FINANCIAL SERVICES, INC..
Plan sponsor
Name
CAPITAL INSURANCE AND FINANCIAL SERVICES, INC.
EIN
38-3662371
Address
3701 LAKE BOONE TRAIL SUITE 200 · RALEIGH, NC · 27607
Phone
(919) 571-0685
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
