How big is Capital Performance Group, LLC's plan?

Capital Performance Group, LLC's plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250718171650NAL0003574002001

Capital Performance Group, LLC

Name: Capital Performance Group, LLC — Capital Performance, Form 5500 (2024)
Creator: Capital Performance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Performance Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Capital Performance Group, LLC's Capital Performance Group, LLC 401(k) Profit Sharing Plan held $3.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Plan Sponsor signed Capital Performance Group, LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 Performance Group, LLC's EIN is 52-2341896.

EIN 52-2341896

Plan number 001

Plan year 2024

ACK ID 20250718171650NAL0003574002001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Performance Group, 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 PERFORMANCE GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CAPITAL PERFORMANCE GROUP, LLC

EIN

all filings

Address

1233 20TH STREET NORTHWEST SUITE 45 · WASHINGTON, DC · 20036

Phone

(703) 861-8623

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator