How big is Caplo Advisory LLC's plan?

Caplo Advisory LLC's plan reported $22K in assets and 3 participants for 2025.

Original filing (PDF)20260504221338NAL0000192627082

Caplo Advisory LLC

Name: Caplo Advisory LLC — Caplo Advisory 401(k) Plan, Form 5500 (2025)
Creator: Caplo Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplo Advisory 401(k) Plan

401(k) retirement plan · Caplo Advisory LLC's Caplo Advisory 401(k) Plan held $22K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Elantha Barry signed Caplo Advisory LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Caplo Advisory LLC's EIN is 85-4252735.

EIN 85-4252735

Plan number 001

Plan year 2025

ACK ID 20260504221338NAL0000192627082

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caplo Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caplo Advisory 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 CAPLO ADVISORY 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