Original filing (PDF)20250606083407NAL0009779891001

CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC.

Name: CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. — CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC.

Form 5500-SF

FILING_RECEIVED

CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC..

Plan sponsor

Name

CAPITAL ANALYSTS OF JACKSONVILLE, FL, INC.

EIN

59-1760717

Address

7077 BONNEVAL ROAD, SUITE 103 · JACKSONVILLE, FL · 32216

Phone

(904) 730-7433

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator