How big is Cappello Global LLC's plan?

Cappello Global LLC's plan reported $197K in assets and 15 participants for 2024.

Original filing (PDF)20250821051809NAL0003842353001

Cappello Global LLC

Name: Cappello Global LLC — Cappello Global LLC 401(k), Form 5500 (2024)
Creator: Cappello Global LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cappello Global LLC 401(k) Plan

401(k) retirement plan · Cappello Global LLC's Cappello Global LLC 401(k) Plan held $197K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

Monica Villagrana signed Cappello Global LLC's 2024 Form 5500 as plan administrator.

Monica Villagrana — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cappello Global LLC's EIN is 46-4982992.

EIN 46-4982992

Plan number 001

Plan year 2024

ACK ID 20250821051809NAL0003842353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cappello Global LLC'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 CAPPELLO GLOBAL 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

Knocking points off