How big is Capterra Risk Solutions, LLC's plan?

Capterra Risk Solutions, LLC's plan reported $1.4M in assets and 5 participants for 2024.

Original filing (PDF)20251002113317NAL0000311123001

Capterra Risk Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Capterra Risk Solutions, LLC 401(k) Retirement Plan

401(k) retirement plan · Capterra Risk Solutions, LLC's Capterra Risk Solutions, LLC 401(k) Retirement Plan held $1.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Capterra Risk Solutions, LLC's EIN is 45-4118871.

EIN 45-4118871

Plan number 001

Plan year 2024

ACK ID 20251002113317NAL0000311123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capterra Risk Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capterra Risk Solutions, 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 CAPTERRA RISK SOLUTIONS, 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