How big is Caplan and Earnest, LLC's plan?

Caplan and Earnest, LLC's plan reported $13.5M in assets and 55 participants for 2024.

Original filing (PDF)20250514132941NAL0028117184001

Caplan and Earnest, LLC

Name: Caplan and Earnest, LLC — Caplan and Earnest, LLC, Form 5500 (2024)
Creator: Caplan and Earnest, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplan and Earnest, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Caplan and Earnest, LLC's Caplan and Earnest, LLC 401(k) Profit Sharing Plan held $13.5M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Barbara Glogiewicz signed Caplan and Earnest, LLC's 2024 Form 5500 as plan administrator.

Barbara Glogiewicz — 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

Caplan and Earnest, LLC's EIN is 84-1291084.

EIN 84-1291084

Plan number 002

Plan year 2024

ACK ID 20250514132941NAL0028117184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caplan and Earnest, 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 CAPLAN AND EARNEST, 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