How big is Capitalist Investment Services, LLC's plan?

Capitalist Investment Services, LLC's plan reported $3.0M in assets and 4 participants for 2024.

Original filing (PDF)20250919133325NAL0001099203001

Capitalist Investment Services, LLC

Name: Capitalist Investment Services, LLC — Capitalist, Form 5500 (2024)
Creator: Capitalist Investment Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitalist Investment Services, LLC 401(k) Plan

401(k) retirement plan · Capitalist Investment Services, LLC's Capitalist Investment Services, LLC 401(k) Plan held $3.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Donald Harrison signed Capitalist Investment Services, LLC's 2024 Form 5500 as plan administrator.

Donald Harrison — 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

Capitalist Investment Services, LLC's EIN is 52-2347196.

EIN 52-2347196

Plan number 001

Plan year 2024

ACK ID 20250919133325NAL0001099203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitalist Investment Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitalist Investment Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITALIST INVESTMENT SERVICES, 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