How big is Captain XYZ's plan?

Captain XYZ's plan reported $84K in assets and 13 participants for 2025.

Original filing (PDF)20260429221343NAL0011484529093

Captain XYZ

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

Form 5500-SF

FILING_RECEIVED

Captain XYZ 401(k) Plan

401(k) retirement plan · Captain XYZ's Captain XYZ 401(k) Plan held $84K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Elantha Barry signed Captain XYZ'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

Captain XYZ's EIN is 88-2287502.

EIN 88-2287502

Plan number 001

Plan year 2025

ACK ID 20260429221343NAL0011484529093

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Captain XYZ'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 CAPTAIN XYZ.

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Plan health score

Above-average plan

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CAPTAIN XYZ

EIN

all filings

Address

1510 CENTRAL AVE · WILMETTE, IL · 60091

Phone

(312) 434-2320

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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