How big is Capital Management LLC's plan?

Capital Management LLC's plan reported $273K in assets and 8 participants for 2024.

Original filing (PDF)20250625091518NAL0011315264001

Capital Management LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Capital Management LLC's Capital Management LLC 401(k) Profit Sharing Plan & Trust held $273K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Anna Kosova signed Capital Management LLC's 2024 Form 5500 as plan administrator.

Anna Kosova — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capital Management LLC's EIN is 38-4075996.

EIN 38-4075996

Plan number 001

Plan year 2024

ACK ID 20250625091518NAL0011315264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL MANAGEMENT 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off