How big is Pilot Capital Partners, Inc.'s plan?

Pilot Capital Partners, Inc.'s plan reported $143K in assets and 6 participants for 2025.

Original filing (PDF)20260408084207NAL0010051473001

Pilot Capital Partners, Inc.

Name: Pilot Capital Partners, Inc. — Pilot Capital, Form 5500 (2025)
Creator: Pilot Capital Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pilot Capital Partners, Inc. 401(k) Plan

401(k) retirement plan · Pilot Capital Partners, Inc.'s Pilot Capital Partners, Inc. 401(k) Plan held $143K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

Plan identifiers

Pilot Capital Partners, Inc.'s EIN is 87-3396971.

EIN 87-3396971

Plan number 001

Plan year 2025

ACK ID 20260408084207NAL0010051473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Pilot Capital Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Pilot Capital Partners, Inc.'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 PILOT CAPITAL PARTNERS, INC..

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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

Knocking points off