How big is Capital Gurus' plan?

Capital Gurus' plan reported $757 in assets and 16 participants for 2024.

Original filing (PDF)20250717162831NAL0001090962001

Capital Gurus

Name: Capital Gurus — Capital Gurus 401(k) Plan, Form 5500 (2024)
Creator: Capital Gurus
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Gurus 401(k) Plan

401(k) retirement plan · Capital Gurus' Capital Gurus 401(k) Plan held $757 in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$757

Net assets (EOY)

$757

People on this filing

Marcus Bowie signed Capital Gurus' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Capital Gurus' EIN is 88-3844925.

EIN 88-3844925

Plan number 001

Plan year 2024

ACK ID 20250717162831NAL0001090962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Gurus from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Gurus' 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 CAPITAL GURUS.

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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 (3rd percentile).

Helping the score

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

Plan sponsor

Name

CAPITAL GURUS

EIN

all filings

Address

1700 PAVILLION CENTER DRIVE · LAS VEGAS, NV · 89135

Phone

(949) 981-4357

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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