How big is Capital Wealth Management Group LLC's plan?

Capital Wealth Management Group LLC's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20250515093108NAL0028930144001

Capital Wealth Management Group LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Wealth Management Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Capital Wealth Management Group LLC's Capital Wealth Management Group LLC 401(k) Profit Sharing Plan and Trust held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Tiffany Violante signed Capital Wealth Management Group LLC's 2024 Form 5500 as plan administrator.

Tiffany Violante — 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 Wealth Management Group LLC's EIN is 45-3661289.

EIN 45-3661289

Plan number 001

Plan year 2024

ACK ID 20250515093108NAL0028930144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Wealth Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL WEALTH MANAGEMENT GROUP 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

Helping the score