How big is Capital Wealth Management Group's plan?

Capital Wealth Management Group's plan reported $927K in assets and 4 participants for 2024.

Original filing (PDF)20250619073608NAL0002973601001

Capital Wealth Management Group

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

Form 5500-SF

FILING_RECEIVED

Capital Wealth Management Group 401(k) Plan

401(k) retirement plan · Capital Wealth Management Group's Capital Wealth Management Group 401(k) Plan held $927K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$927K

Net assets (EOY)

$927K

People on this filing

JODY Davis signed Capital Wealth Management Group's 2024 Form 5500 as plan administrator.

JODY Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capital Wealth Management Group's EIN is 81-3945753.

EIN 81-3945753

Plan number 001

Plan year 2024

ACK ID 20250619073608NAL0002973601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Wealth Management Group's plan includes profit-sharing, 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 WEALTH MANAGEMENT GROUP.

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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