CAPITALIST INVESTMENT SERVICES, LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score
93
/ 100
Grade A
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
75
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITALIST INVESTMENT SERVICES, LLC.
Plan sponsor
Name
CAPITALIST INVESTMENT SERVICES, LLC
EIN
52-2347196
Address
645 BALTIMORE ANNAPOLIS BLVD. · SUITE 200 · SEVERNA PARK, MD · 21146
