How big is Capitaline Advisors, LLC's plan?

Capitaline Advisors, LLC's plan reported $1000K in assets and 4 participants for 2024.

Original filing (PDF)20250721182823NAL0000782851001

Capitaline Advisors, LLC

Name: Capitaline Advisors, LLC — Capitaline 401(k) Plan, Form 5500 (2024)
Creator: Capitaline Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitaline 401(k) Plan

401(k) retirement plan · Capitaline Advisors, LLC's Capitaline 401(k) Plan held $1000K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1000K

Net assets (EOY)

$999K

People on this filing

Gordon Ommen signed Capitaline Advisors, LLC's 2024 Form 5500 as plan administrator.

Gordon Ommen — 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

Capitaline Advisors, LLC's EIN is 52-2390664.

EIN 52-2390664

Plan number 001

Plan year 2024

ACK ID 20250721182823NAL0000782851001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capitaline Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITALINE ADVISORS, 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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CAPITALINE ADVISORS, LLC

EIN

all filings

Address

111 MAIN AVE · BROOKINGS, SD · 57006

Phone

(651) 291-7700

Industry

Finance & Insurance

Plan administrator