How big is Capital Wealth Management, LLC's plan?

Capital Wealth Management, LLC's plan reported $572K in assets and 3 participants for 2024.

Original filing (PDF)20250922120007NAL0004680257002

Capital Wealth Management, LLC

Name: Capital Wealth Management, LLC — Capital Wealth, Form 5500 (2024)
Creator: Capital Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Capital Wealth Management, LLC's Capital Wealth Management, LLC 401(k) Profit Sharing Plan held $572K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

People on this filing

Michael Cox signed Capital Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Michael Cox — 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 Wealth Management, LLC's EIN is 90-0028307.

EIN 90-0028307

Plan number 001

Plan year 2024

ACK ID 20250922120007NAL0004680257002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Wealth Management, 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 CAPITAL WEALTH MANAGEMENT, 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