Original filing (PDF)20250724152108NAL0005737601001

CAPITAL SARATOGA WEALTH MANAGEMENT

Name: CAPITAL SARATOGA WEALTH MANAGEMENT — CAPITAL SARATOGA WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CAPITAL SARATOGA WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

CAPITAL SARATOGA WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$506K

Net assets (EOY)

$506K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL SARATOGA WEALTH MANAGEMENT.

Plan sponsor

Name

CAPITAL SARATOGA WEALTH MANAGEMENT

EIN

46-3446365all filings

Address

3 HEMPHILL PLACE SUITE 114 · MALTA, NY · 12020

Phone

(518) 289-5813

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator