How big is Captive Solutions & Options, LLC's plan?

Captive Solutions & Options, LLC's plan reported $195K in assets and 5 participants for 2025.

Original filing (PDF)20260508132432NAL0004047777001

Captive Solutions & Options, LLC

Name: Captive Solutions & Options, LLC — Captive Solutions, Form 5500 (2025)
Creator: Captive Solutions & Options, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Captive Solutions & Options, LLC 401(k) Plan

401(k) retirement plan · Captive Solutions & Options, LLC's Captive Solutions & Options, LLC 401(k) Plan held $195K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Marshall Osgood signed Captive Solutions & Options, LLC's 2025 Form 5500 as plan administrator.

Marshall Osgood — 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

Captive Solutions & Options, LLC's EIN is 47-2271845.

EIN 47-2271845

Plan number 001

Plan year 2025

ACK ID 20260508132432NAL0004047777001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Captive Solutions & Options, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Captive Solutions & Options, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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