How big is Capital Management Advisor Group, LLC's plan?

Capital Management Advisor Group, LLC's plan reported $571K in assets and 2 participants for 2024.

Original filing (PDF)20251010132511NAL0013194704001

Capital Management Advisor Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Capital Management Advisor Group 401(k) Plan

401(k) retirement plan · Capital Management Advisor Group, LLC's Capital Management Advisor Group 401(k) Plan held $571K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

Plan identifiers

Capital Management Advisor Group, LLC's EIN is 84-2545966.

EIN 84-2545966

Plan number 001

Plan year 2024

ACK ID 20251010132511NAL0013194704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Management Advisor Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPITAL MANAGEMENT ADVISOR GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

EIN

all filings

Address

1283 BOULEVARD WAY · WALNUT CREEK, CA · 94595

Phone

(925) 935-8200

Industry

Finance & Insurance

Plan administrator