· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPITOL RESOURCES, LLC — CAPITOL RESOURCES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013170421NAL0002478240001
CAPITOL RESOURCES, LLC
Form 5500-SF
FILING_RECEIVED
CAPITOL RESOURCES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
41
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPITOL RESOURCES, LLC
.
Find decision makers
Plan sponsor
Name
CAPITOL RESOURCES, LLC
EIN
64-0934337
Address
200 NORTH CONGRESS STREET · SUITE 300 · JACKSON, MS · 39201
Phone
(601) 948-6020
Industry
Other Services (ex. Public Admin)
see 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
2025-10-13
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
THE H. E. BUTT FOUNDATION
THE H. E. BUTT FOUNDATION 403(B) SAVINGS PLAN
$9.2M · 143 participants
TENNESSEE BANKERS ASSOCIATION
TENNESSEE BANKERS ASSOCIATION 401(K) PLAN
$9.2M · 26 participants
NATIONAL ASSOCIATION OF SCHOOL P
NATIONAL ASSOCIATION OF SCHOOL PSYCHOLOGISTS 401(K) AND PROFIT
$9.2M · 25 participants
INTERNATIONAL ASSOCIATION OF BETTER
IABBB 401(K) PLAN
$9.2M · 72 participants
THE FEDERALIST SOCIETY FOR LAW AND PUBLIC
THE FEDERALIST SOCIETY 403(B) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$9.2M · 55 participants
LOS ANGELES CONSERVATION CORPS
LOS ANGELES CONSERVATION CORPS 401(K) RETIREMENT PLAN
$9.2M · 118 participants
Large plans in Mississippi
CADENCE BANK
CADENCE 401(K) PROFIT-SHARING PLAN
$817.1M · 5,423 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION PENSION PLAN
$734.5M · 1,476 participants
ERGON, INC.
ERGON 401(K) PLAN
$651.4M · 3,470 participants
V2X, INC.
V2X 401K RETIREMENT PLAN
$644.4M · 13,781 participants
HANCOCK WHITNEY CORPORATION
HANCOCK WHITNEY CORPORATION 401(K) SAVINGS PLAN
$607.6M · 3,341 participants
SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY
SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN
$528.3M · 2,710 participants
