How big is Capitol Advisors Group LLC's plan?

Capitol Advisors Group LLC's plan reported $5.3M in assets and 18 participants for 2024.

Original filing (PDF)20251001165710NAL0018068899001

Capitol Advisors Group LLC

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

Form 5500-SF

FILING_RECEIVED

Capitol Advisors Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Capitol Advisors Group LLC's Capitol Advisors Group LLC 401(k) Profit Sharing Plan held $5.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan identifiers

Capitol Advisors Group LLC's EIN is 45-5628904.

EIN 45-5628904

Plan number 001

Plan year 2024

ACK ID 20251001165710NAL0018068899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capitol Advisors Group LLC's plan includes profit-sharing, 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 CAPITOL ADVISORS 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