How big is Cape ANN Asset Management's plan?

Cape ANN Asset Management's plan reported $800K in assets and 2 participants for 2024.

Original filing (PDF)20250723072400NAL0004892304001

Cape ANN Asset Management

Name: Cape ANN Asset Management — Cape ANN Asset, Form 5500 (2024)
Creator: Cape ANN Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cape ANN Asset Management 401(k) Plan

401(k) retirement plan · Cape ANN Asset Management's Cape ANN Asset Management 401(k) Plan held $800K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$800K

Net assets (EOY)

$800K

Plan identifiers

Cape ANN Asset Management's EIN is 81-2858530.

EIN 81-2858530

Plan number 001

Plan year 2024

ACK ID 20250723072400NAL0004892304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cape ANN Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cape ANN Asset Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE ANN ASSET MANAGEMENT.

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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