How big is Cappuccino Financial's plan?

Cappuccino Financial's plan reported $59K in assets and 2 participants for 2024.

Original filing (PDF)20251002181924NAL0001813698001

Cappuccino Financial

Name: Cappuccino Financial — Cappuccino Financial 401(k), Form 5500 (2024)
Creator: Cappuccino Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cappuccino Financial 401(k) Plan

401(k) retirement plan · Cappuccino Financial's Cappuccino Financial 401(k) Plan held $59K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan identifiers

Cappuccino Financial's EIN is 82-0932927.

EIN 82-0932927

Plan number 001

Plan year 2024

ACK ID 20251002181924NAL0001813698001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cappuccino Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cappuccino Financial's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPPUCCINO FINANCIAL.

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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 (96th percentile).

Plan sponsor

Name

CAPPUCCINO FINANCIAL

EIN

all filings

Address

2659 TOWNSGATE RD · SUITE 240 · WESTLAKE VILLAGE, CA · 91361

Phone

(818) 660-0991

Industry

Finance & Insurance

Plan administrator