How big is Capitalize Your Finances, LLC's plan?

Capitalize Your Finances, LLC's plan reported $204K in assets and 2 participants for 2024.

Original filing (PDF)20250618115959NAL0006214194001

Capitalize Your Finances, LLC

Name: Capitalize Your Finances, LLC — Capitalize Your, Form 5500 (2024)
Creator: Capitalize Your Finances, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitalize Your Finances, LLC 401(k) Plan

401(k) retirement plan · Capitalize Your Finances, LLC's Capitalize Your Finances, LLC 401(k) Plan held $204K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

People on this filing

Christopher Panagiotu signed Capitalize Your Finances, LLC's 2024 Form 5500 as plan administrator.

Christopher Panagiotu — 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

Capitalize Your Finances, LLC's EIN is 87-3934054.

EIN 87-3934054

Plan number 001

Plan year 2024

ACK ID 20250618115959NAL0006214194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitalize Your Finances, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitalize Your Finances, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITALIZE YOUR FINANCES, 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