How big is Capital Financial Services' plan?

Capital Financial Services' plan reported $968K in assets and 3 participants for 2024.

Original filing (PDF)20251007141651NAL0011532306001

Capital Financial Services

Name: Capital Financial Services — Capital Financial, Form 5500 (2024)
Creator: Capital Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Financial Services 401(k) Plan

401(k) retirement plan · Capital Financial Services' Capital Financial Services 401(k) Plan held $968K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$968K

Net assets (EOY)

$968K

Plan identifiers

Capital Financial Services' EIN is 46-4098372.

EIN 46-4098372

Plan number 001

Plan year 2024

ACK ID 20251007141651NAL0011532306001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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