How big is Capital Stack Advisors, LLC's plan?

Capital Stack Advisors, LLC's plan reported $167K in assets and 3 participants for 2024.

Original filing (PDF)20250916155825NAL0001276003001

Capital Stack Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Stack Advisors, LLC 401(k) Plan

401(k) retirement plan · Capital Stack Advisors, LLC's Capital Stack Advisors, LLC 401(k) Plan held $167K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Capital Stack Advisors, LLC's EIN is 82-4369350.

EIN 82-4369350

Plan number 001

Plan year 2024

ACK ID 20250916155825NAL0001276003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Stack Advisors, 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 STACK ADVISORS, 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