· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPITOL STRATEGIES, LLC — CAPITOL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014154040NAL0006633122001
CAPITOL STRATEGIES, LLC
Form 5500-SF
FILING_RECEIVED
CAPITOL STRATEGIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPITOL STRATEGIES, LLC
.
Find decision makers
Plan sponsor
Name
CAPITOL STRATEGIES, LLC
EIN
52-2278528
Address
ONE STATE CIRCLE · ANNAPOLIS, MD · 214012504
Phone
(410) 268-3099
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
ORIGIN AGENCY, INC.
ORIGIN AGENCY, INC. 401(K) PLAN
$2.6M · 14 participants
PATRICK J. MCGOVERN FOUNDATION
PATRICK J. MCGOVERN FOUNDATION RETIREMENT TRUST
$2.6M · 27 participants
WORTHINGTON MILLER ENVIRONMENTAL, LLC
WORTHINGTON MILLER ENVIRONMENTAL, LLC RETIREMENT TRUST
$2.6M · 11 participants
STRATEGIC INNOVATIVE SOLUTIONS, LLC
STRATEGIC INNOVATIVE SOLUTIONS, LLC RETIREMENT PLAN
$2.6M · 70 participants
STRATEGIC CONTRACT RESOURCES, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STRATEGIC CONTRACT RESOURCES, LLC 401(K) PLAN
$2.6M · 74 participants
THINKTEK LLC
THINKTEK 401(K) PLAN
$2.6M · 83 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
