Original filing (PDF)20250818204709NAL0003119122001

CAPITAL MARKET STRATEGIES, LLC

Name: CAPITAL MARKET STRATEGIES, LLC — CAPITAL MARKET STRATEGIES, LLC 401(K) SAFE HARBOR PLAN, Form 5500 (2024)
Creator: CAPITAL MARKET STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL MARKET STRATEGIES, LLC 401(K) SAFE HARBOR PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$679K

Net assets (EOY)

$679K

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.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPITAL MARKET STRATEGIES, LLC

EIN

72-1607826

Address

301 LAKE SHORE DRIVE · SUITE 304 · LAKE PARK, FL · 33403

Phone

(561) 207-6399

Industry