How big is Capital Wealth Partners LLC's plan?

Capital Wealth Partners LLC's plan reported $42K in assets and 1 participants for 2025.

Original filing (PDF)20260504220630NAL0000304849039

Capital Wealth Partners LLC

Name: Capital Wealth Partners LLC — Capital Wealth, Form 5500 (2025)
Creator: Capital Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Wealth Partners 401(k) Plan

401(k) retirement plan · Capital Wealth Partners LLC's Capital Wealth Partners 401(k) Plan held $42K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$42K

Net assets (EOY)

$42K

Plan identifiers

Capital Wealth Partners LLC's EIN is 99-0665994.

EIN 99-0665994

Plan number 001

Plan year 2025

ACK ID 20260504220630NAL0000304849039

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Wealth Partners LLC'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 CAPITAL WEALTH PARTNERS LLC.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CAPITAL WEALTH PARTNERS LLC

EIN

all filings

Address

6064 E JENAN DR · SCOTTSDALE, AZ · 85254

Phone

(623) 263-6339

Industry

Finance & Insurance

Plan administrator