How big is Capital Estate Group, LLC's plan?

Capital Estate Group, LLC's plan reported $552K in assets and 2 participants for 2024.

Original filing (PDF)20251009102242NAL0011240304001

Capital Estate Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Estate Group, LLC 401(k) Plan

401(k) retirement plan · Capital Estate Group, LLC's Capital Estate Group, LLC 401(k) Plan held $552K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

Plan identifiers

Capital Estate Group, LLC's EIN is 47-1093589.

EIN 47-1093589

Plan number 001

Plan year 2024

ACK ID 20251009102242NAL0011240304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Estate Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Estate Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL ESTATE GROUP, 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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CAPITAL ESTATE GROUP, LLC

EIN

all filings

Address

1232 31ST ST., NW · WASHINGTON, DC · 20007

Phone

(301) 922-3700

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator