Original filing (PDF)20250305131757NAL0008612305001

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 Cash Balance Pension Plan

Defined-benefit pension plan · Capitalist Investment Services, LLC's Capitalist Investment Services, LLC Cash Balance Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 002

Plan year 2024

ACK ID 20250305131757NAL0008612305001

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 a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITALIST INVESTMENT SERVICES, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off