Original filing (PDF)20250814101642NAL0009532737001

CAPELL & HOWARD PC

Name: CAPELL & HOWARD PC — CAPELL & HOWARD PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CAPELL & HOWARD PC

Form 5500

FILING_RECEIVED

CAPELL & HOWARD PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

19 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPELL & HOWARD PC.

Plan sponsor

Name

CAPELL & HOWARD PC

EIN

63-0593542

Address

150 SOUTH PERRY ST. · MONTGOMERY, AL · 36104

Phone

(334) 241-8000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

19 pooled funds· $14.9M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
TRP RETIRE 2020 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001	Common Collective Trust	$2.4M	16.0%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$2.3M	15.1%
TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001	Common Collective Trust	$2.2M	14.5%
TRP RETIRE 2030 K T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001	Common Collective Trust	$1.5M	10.2%
GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001	Common Collective Trust	$1.3M	8.6%
HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001	Common Collective Trust	$1.2M	7.8%
TRP RETIRE 2035 K T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001	Common Collective Trust	$995K	6.7%
TRP RETIRE 2040 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$872K	5.8%
TRP RETIRE 2015 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001	Common Collective Trust	$762K	5.1%
TRP RETIRE 2045 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001	Common Collective Trust	$528K	3.5%
TRP RETIRE 2010 K T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	$328K	2.2%
TRP RETIRE 2055 K T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001	Common Collective Trust	$303K	2.0%
TRP RETIRE 2050 K T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$223K	1.5%
TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001	Common Collective Trust	$105K	0.7%
TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	$22K	0.1%
TRP RETIRE 2065 K T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001	Common Collective Trust	$5K	<0.1%
TRP RETIRE 2005 K T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014	Common Collective Trust	$0	<0.1%
TRP RETIRE 2025 K T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001	Common Collective Trust	$0	<0.1%
TRP RETIRE 2060 K T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001	Common Collective Trust	$0	<0.1%

1–19 of 19

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