How big is Capital Associates, LLC's plan?

Capital Associates, LLC's plan reported $201K in assets and 2 participants for 2025.

Original filing (PDF)20260324070032NAL0002585649001

Capital Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Associates, LLC 401(k) Plan

401(k) retirement plan · Capital Associates, LLC's Capital Associates, LLC 401(k) Plan held $201K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$201K

Net assets (EOY)

$201K

Plan identifiers

Capital Associates, LLC's EIN is 52-2175185.

EIN 52-2175185

Plan number 001

Plan year 2025

ACK ID 20260324070032NAL0002585649001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Associates, LLC's 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 CAPITAL ASSOCIATES, 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