How big is Capitol Strategic Advisors, LLC's plan?

Capitol Strategic Advisors, LLC's plan reported $1.0M in assets and 1 participants for 2024.

Original filing (PDF)20251009215217NAL0004217219001

Capitol Strategic Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Capitol Strategic Advisors, LLC Cash Balance Pension Plan and Trust

Defined-benefit pension plan · Capitol Strategic Advisors, LLC's Capitol Strategic Advisors, LLC Cash Balance Pension Plan and Trust held $1.0M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

James Jack signed Capitol Strategic Advisors, LLC's 2024 Form 5500 as plan administrator.

James Jack — 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

Capitol Strategic Advisors, LLC's EIN is 45-2222564.

EIN 45-2222564

Plan number 002

Plan year 2024

ACK ID 20251009215217NAL0004217219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitol Strategic Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitol Strategic Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITOL STRATEGIC ADVISORS, 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 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