Original filing (PDF)20240703162343NAL0004573923001

Capital Management Advisor Group, LLC

Name: Capital Management Advisor Group, LLC — Capital, Form 5500 (2023)
Creator: Capital Management Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Management Advisor Group Cash Balance Plan

Defined-benefit pension plan · Capital Management Advisor Group, LLC's Capital Management Advisor Group Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 84-2545966

Plan number 002

Plan year 2023

ACK ID 20240703162343NAL0004573923001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Capital Management Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Capital Management Advisor Group, LLC's plan includes a defined-benefit pension formula.

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.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score