How big is Capital Partners Management, LLC's plan?

Capital Partners Management, LLC's plan reported $1.7M in assets and 11 participants for 2024.

Original filing (PDF)20250707145430NAL0001675203001

Capital Partners Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Partners Mgmt. 401(k)

401(k) retirement plan · Capital Partners Management, LLC's Capital Partners Mgmt. 401(k) held $1.7M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

RON Lee Patzer signed Capital Partners Management, LLC's 2024 Form 5500 as plan administrator.

RON Lee Patzer — 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 Partners Management, LLC's EIN is 82-4011747.

EIN 82-4011747

Plan number 001

Plan year 2024

ACK ID 20250707145430NAL0001675203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Partners Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL PARTNERS MANAGEMENT, LLC.

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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