Original filing (PDF)20250929115248NAL0012140640001

CAPITOL ADVOCACY, LLC

Name: CAPITOL ADVOCACY, LLC — CAPITOL ADVOCACY, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: CAPITOL ADVOCACY, LLC

Form 5500-SF

FILING_RECEIVED

CAPITOL ADVOCACY, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITOL ADVOCACY, LLC.

Plan sponsor

Name

CAPITOL ADVOCACY, LLC

EIN

94-3384043

Address

1301 I STREET · SACRAMENTO, CA · 95814

Phone

(916) 444-0400

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MARKET EDGE, LLC

MARKET EDGE, LLC PROFIT SHARING PLAN

$3.6M · 6 participants

COPPEI CREEK, INC.

COPPEI CREEK, INC. 401(K) PLAN

$3.6M · 59 participants

REGNIER CONSULTING GROUP, INC.

REGNIER CONSULTING GROUP, INC. 401(K) PLAN

$3.6M · 5 participants

THE INTELLIGENCE AND SECURITY ACADEMY LLC D/B/A ISA

ISA 401(K) PLAN

$3.6M · 64 participants

POLYCON SOLUTIONS LLC

POLYCON SOLUTIONS 401(K) P/S PLAN

$3.6M · 62 participants