How big is CAPA Strategies, LLC's plan?

CAPA Strategies, LLC's plan reported $46K in assets and 10 participants for 2024.

Original filing (PDF)20251009154900NAL0016526674001

CAPA Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

CAPA Strategies, LLC 401(k) Plan

401(k) retirement plan · CAPA Strategies, LLC's CAPA Strategies, LLC 401(k) Plan held $46K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

People on this filing

Richard Tatum signed CAPA Strategies, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

CAPA Strategies, LLC's EIN is 82-3498235.

EIN 82-3498235

Plan number 001

Plan year 2024

ACK ID 20251009154900NAL0016526674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAPA Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAPA Strategies, LLC'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 CAPA STRATEGIES, LLC.

Finding similar companies…

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