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

Capital Financial Advisors, LLC's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260205084552NAL0002441203001

Capital Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Capital Financial Advisors, LLC's Capital Financial Advisors, LLC 401(k) Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Capital Financial Advisors, LLC's EIN is 80-0353229.

EIN 80-0353229

Plan number 001

Plan year 2025

ACK ID 20260205084552NAL0002441203001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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