How big is Capital Financial Group, LLC's plan?

Capital Financial Group, LLC's plan reported $4.2M in assets and 68 participants for 2025.

Original filing (PDF)20260506152612NAL0001611171001

Capital Financial Group, LLC

Name: Capital Financial Group, LLC — Capital Financial, Form 5500 (2025)
Creator: Capital Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Financial Group, LLC 401(k) Savings Plan

401(k) retirement plan · Capital Financial Group, LLC's Capital Financial Group, LLC 401(k) Savings Plan held $4.2M in plan assets for 68 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Wendi Newton signed Capital Financial Group, LLC's 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Capital Financial Group, LLC's EIN is 62-1804114.

EIN 62-1804114

Plan number 001

Plan year 2025

ACK ID 20260506152612NAL0001611171001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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