Original filing (PDF)20241122085904NAL0003166786001

CAPITAL DIRECTIONS, LLC

Name: CAPITAL DIRECTIONS, LLC — CAPITAL DIRECTIONS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CAPITAL DIRECTIONS, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL DIRECTIONS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL DIRECTIONS, LLC.

Plan sponsor

Name

CAPITAL DIRECTIONS, LLC

EIN

58-2592093

Address

400 NORTHRIDGE ROAD SUITE 350 · ATLANTA, GA · 30350

Phone

(404) 237-8881

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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