Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$195K
- Vision$195K
- Life$195K
- Short-term disability$195K
- Long-term disability$195K
- Other$195K
Filings through .
Capital Investment Advisors, Inc.
EIN 27-3464003financial servicesLatest filing 2025
Plans
2
Retirement
1
$20.8M assets
Health & Benefits
1
$195K premiums
Participants
240
10 GLENLAKE PARKWAY NE, NORTH TOWER SUITE 1000 - ATLANTA, GA 30328404-531-0018yourwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $195K premiums / 115 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAPITAL INVESTMENT ADVISORS 401(K) PLAN
401(k)
Assets$20.8M
Participants120
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CAPITAL INVESTMENT ADVISORS HEALTH & WELFARE BENEFITS PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY
Premiums$195K
Covered lives115
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAPITAL INVESTMENT ADVISORS 401(K) PLAN | 401(k) | $20.8M | 120 | 2025 |
- #001 · 401(k) · 2025120
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAPITAL INVESTMENT ADVISORS HEALTH & WELFARE BENEFITS PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY | $195K | 115 | 2025 |
- #501 · Mixed · GUARDIAN LIFE INSURANCE COMPANY · 2025115
Retirement plans
Health & Benefits plans