Steven Stout signed Capital Premium Financing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capital Premium Financing, LLC's EIN is 82-0423224.
Download the official 2024 Form 5500 (PDF) for Capital Premium Financing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capital Premium Financing, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EP WEALTH ADVISORS, INC. | 33-0152539 | — | NONE | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHEQUITY RETIREMENT SERVICES, L | 82-1222973 | — | NONE | $20K | — |
| AMERITAS LIFE INSURANCE CORP |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| RETIREMENT INCOME SECURITY PLAN HEALTHEQUITY RETIREMENT SERVICES LLC · EIN 82-1222973 / PN 333 | 103-12 Investment Entity | $9.1M | 98.1% |
| 47-0098400 |
| — |
| NONE |
| $9K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $2K | — |
