How big is Capital District Management, LLC's plan?

Capital District Management, LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20251010062257NAL0017838242001

Capital District Management, LLC

Name: Capital District Management, LLC — Capital District, Form 5500 (2024)
Creator: Capital District Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital District Management, LLC 401(k) Plan

401(k) retirement plan · Capital District Management, LLC's Capital District Management, LLC 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Capital District Management, LLC's EIN is 81-3423078.

EIN 81-3423078

Plan number 001

Plan year 2024

ACK ID 20251010062257NAL0017838242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital District Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital District Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

CAPITAL DISTRICT MANAGEMENT, LLC

EIN

all filings

Address

641 LEXINGTON AVENUE, 15TH FLOOR · NEW YORK, NY · 10022

Phone

(518) 265-5241

Industry

Professional & Technical Services

Plan administrator