How big is Financial Capability Investment's plan?

Financial Capability Investment's plan reported $48K in assets and 2 participants for 2025.

Original filing (PDF)20260504220334NAL0000296513055

Financial Capability Investment

Name: Financial Capability Investment — Financial Capabili, Form 5500 (2025)
Creator: Financial Capability Investment
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Capability Investment 401(k) Plan

401(k) retirement plan · Financial Capability Investment's Financial Capability Investment 401(k) Plan held $48K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

Plan identifiers

Financial Capability Investment's EIN is 81-4996325.

EIN 81-4996325

Plan number 001

Plan year 2025

ACK ID 20260504220334NAL0000296513055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Financial Capability Investment from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Capability Investment'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 FINANCIAL CAPABILITY INVESTMENT.

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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