How big is Capalbo Daniel, PC's plan?

Capalbo Daniel, PC's plan reported $57K in assets and 8 participants for 2025.

Original filing (PDF)20260428084423NAL0014922480001

Capalbo Daniel, PC

Name: Capalbo Daniel, PC — Capalbo Daniel, PC 401(k) Plan, Form 5500 (2025)
Creator: Capalbo Daniel, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capalbo Daniel, PC 401(k) Plan

401(k) retirement plan · Capalbo Daniel, PC's Capalbo Daniel, PC 401(k) Plan held $57K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

People on this filing

Jared Porter signed Capalbo Daniel, PC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Capalbo Daniel, PC's EIN is 39-3770396.

EIN 39-3770396

Plan number 001

Plan year 2025

ACK ID 20260428084423NAL0014922480001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capalbo Daniel, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capalbo Daniel, PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPALBO DANIEL, PC.

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Plan health score

Above-average plan

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