How big is Proficio Capital Partners' plan?

Proficio Capital Partners' plan reported $7.8M in assets and 19 participants for 2025.

Original filing (PDF)20260521165126NAL0005405058001

Proficio Capital Partners

Name: Proficio Capital Partners — Proficio Capital, Form 5500 (2025)
Creator: Proficio Capital Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Proficio Capital Partners LLC 401(k) Plan

401(k) retirement plan · Proficio Capital Partners' Proficio Capital Partners LLC 401(k) Plan held $7.8M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

David Goodman signed Proficio Capital Partners' 2025 Form 5500 as plan administrator.

David Goodman — 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

Proficio Capital Partners' EIN is 47-1866236.

EIN 47-1866236

Plan number 001

Plan year 2025

ACK ID 20260521165126NAL0005405058001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Proficio Capital Partners' 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 PROFICIO CAPITAL PARTNERS.

Finding similar companies…

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