How big is Capitol Avenue Wealth Advisors LLC's plan?

Capitol Avenue Wealth Advisors LLC's plan reported $997K in assets and 5 participants for 2024.

Original filing (PDF)20250610103851NAL0011549203001

Capitol Avenue Wealth Advisors LLC

Name: Capitol Avenue Wealth Advisors LLC — Hightower Omaha, Form 5500 (2024)
Creator: Capitol Avenue Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hightower Omaha Safe Harbor 401(k) Plan

401(k) retirement plan · Capitol Avenue Wealth Advisors LLC's Hightower Omaha Safe Harbor 401(k) Plan held $997K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

Plan identifiers

Capitol Avenue Wealth Advisors LLC's EIN is 81-3520875.

EIN 81-3520875

Plan number 001

Plan year 2024

ACK ID 20250610103851NAL0011549203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitol Avenue Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitol Avenue Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITOL AVENUE WEALTH 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