How big is Capital Analytics, LLC's plan?

Capital Analytics, LLC's plan reported $256K in assets and 5 participants for 2025.

Original filing (PDF)20260521220144NAL0001972467052

Capital Analytics, LLC

Name: Capital Analytics, LLC — Capital BIZ Group LLC, Form 5500 (2025)
Creator: Capital Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital BIZ Group LLC 401(k) Plan

401(k) retirement plan · Capital Analytics, LLC's Capital BIZ Group LLC 401(k) Plan held $256K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

People on this filing

Elantha Barry signed Capital Analytics, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Capital Analytics, LLC's EIN is 46-5287051.

EIN 46-5287051

Plan number 001

Plan year 2025

ACK ID 20260521220144NAL0001972467052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Analytics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Analytics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CAPITAL ANALYTICS, LLC

EIN

all filings

Address

1023 RED OAK DRIVE · STE 2803 · CHERRY HILL, NJ · 08003

Phone

(609) 315-4939

Industry

Information / Tech / Media

Plan administrator