How big is Cappello & NOEL LLP's plan?

Cappello & NOEL LLP's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250604152807NAL0019482192001

Cappello & NOEL LLP

Name: Cappello & NOEL LLP — Cappello & NOEL, LLP Profit, Form 5500 (2024)
Creator: Cappello & NOEL LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cappello & NOEL, LLP Profit Sharing Plan

Defined-contribution retirement plan · Cappello & NOEL LLP's Cappello & NOEL, LLP Profit Sharing Plan held $1.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Cappello & NOEL LLP's EIN is 77-0398690.

EIN 77-0398690

Plan number 004

Plan year 2024

ACK ID 20250604152807NAL0019482192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cappello & NOEL LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cappello & NOEL LLP's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPPELLO & NOEL LLP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CAPPELLO & NOEL LLP

EIN

all filings

Address

831 STATE STREET · SANTA BARBARA, CA · 931013227

Phone

(805) 564-2444

Industry

Law Offices· Professional & Technical Services

Plan administrator