How big is Cape Financial Group LLC's plan?

Cape Financial Group LLC's plan reported $553K in assets and 10 participants for 2024.

Original filing (PDF)20250423120958NAL0008637072001

Cape Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Cape Financial Group LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Cape Financial Group LLC's Cape Financial Group LLC 401(k) Profit Sharing Plan and Trust held $553K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$553K

Net assets (EOY)

$553K

People on this filing

Daniel Cape signed Cape Financial Group LLC's 2024 Form 5500 as plan administrator.

Daniel Cape — 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

Cape Financial Group LLC's EIN is 45-3998141.

EIN 45-3998141

Plan number 001

Plan year 2024

ACK ID 20250423120958NAL0008637072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cape Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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