How big is Client First Capital LLC's plan?

Client First Capital LLC's plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20250428123330NAL0008049635001

Client First Capital LLC

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

Form 5500-SF

FILING_RECEIVED

Client First Capital LLC 401(k) Plan

401(k) retirement plan · Client First Capital LLC's Client First Capital LLC 401(k) Plan held $2.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

AMAR SHAH signed Client First Capital LLC's 2024 Form 5500 as plan administrator.

AMAR SHAH — 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

Client First Capital LLC's EIN is 83-3427824.

EIN 83-3427824

Plan number 001

Plan year 2024

ACK ID 20250428123330NAL0008049635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Client First Capital LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLIENT FIRST CAPITAL 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