How big is Caption Management, LLC's plan?

Caption Management, LLC's plan reported $306K in assets and 16 participants for 2024.

Original filing (PDF)20250901074742NAL0013261345001

Caption Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Caption Management Retirement Savings Plan

401(k) retirement plan · Caption Management, LLC's Caption Management Retirement Savings Plan held $306K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

People on this filing

William Cooper signed Caption Management, LLC's 2024 Form 5500 as plan administrator.

William Cooper — 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

Caption Management, LLC's EIN is 45-4647359.

EIN 45-4647359

Plan number 001

Plan year 2024

ACK ID 20250901074742NAL0013261345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caption Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPTION MANAGEMENT, 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