Original filing (PDF)20250718083058NAL0002010000001

Capital Asset Investments, LLC

Name: Capital Asset Investments, LLC — CAI 401(k) Plan, Form 5500 (2024)
Creator: Capital Asset Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAI 401(k) Plan

401(k) retirement plan · Capital Asset Investments, LLC's CAI 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Mike McKenna signed Capital Asset Investments, LLC's 2024 Form 5500 as plan administrator.

Mike McKenna — 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 Asset Investments, LLC's EIN is 47-2351087.

EIN 47-2351087

Plan number 001

Plan year 2024

ACK ID 20250718083058NAL0002010000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Asset Investments, LLC's plan includes 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 ASSET INVESTMENTS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score