How big is Capitala Advisors Corp.'s plan?

Capitala Advisors Corp.'s plan reported $6.5M in assets and 17 participants for 2025.

Original filing (PDF)20260511075742NAL0006722144001

Capitala Advisors Corp.

Name: Capitala Advisors Corp. — Capitala Advisors Corp., Form 5500 (2025)
Creator: Capitala Advisors Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitala Advisors Corp. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Capitala Advisors Corp.'s Capitala Advisors Corp. 401(k) Profit Sharing Plan & Trust held $6.5M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

Plan identifiers

Capitala Advisors Corp.'s EIN is 46-0976371.

EIN 46-0976371

Plan number 001

Plan year 2025

ACK ID 20260511075742NAL0006722144001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capitala Advisors Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capitala Advisors Corp.'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 CAPITALA ADVISORS CORP.

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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