How big is Capview Associates LLC DBA Capview Strategies' plan?

Capview Associates LLC DBA Capview Strategies' plan reported $496K in assets and 2 participants for 2024.

Original filing (PDF)20251007112441NAL0002618979001

Capview Associates LLC DBA Capview Strategies

Name: Capview Associates LLC DBA Capview Strategies — Form 5500 Plan 001 (2024)
Creator: Capview Associates LLC DBA Capview Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capview Associates LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Capview Associates LLC DBA Capview Strategies' Capview Associates LLC 401(k) Profit Sharing Plan held $496K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$496K

Net assets (EOY)

$496K

Plan identifiers

Capview Associates LLC DBA Capview Strategies' EIN is 46-4874228.

EIN 46-4874228

Plan number 001

Plan year 2024

ACK ID 20251007112441NAL0002618979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capview Associates LLC DBA Capview Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capview Associates LLC DBA Capview Strategies' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPVIEW ASSOCIATES LLC DBA CAPVIEW STRATEGIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CAPVIEW ASSOCIATES LLC DBA CAPVIEW STRATEGIES

EIN

all filings

Address

147 NORTH CAROLINA AVE. SE · WASHINGTON, DC · 20003

Phone

(202) 459-1424

Industry

Professional & Technical Services

Plan administrator