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  2. Capitala Advisors Corp

Filings through Oct 24, 2026.

Sponsor portfolio

Capitala Advisors Corp

EIN 46-0976371-Other Services (except Public Administration)-Latest filing 2025
Plans
1
Retirement
1
$6.5M assets
Welfare
0
Participants
22
4201 CONGRESS ST STE 360 - CHARLOTTE, NC 282094636704-936-4903
Plans on this EIN
1 filing
#001401(k)-$6.5M - 22 part

Plan deep-dives

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Retirement#001

CAPITALA ADVISORS CORP 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$6.5M
Participants22
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITALA ADVISORS CORP 401(K) PROFIT SHARING PLAN & TRUST401(k)$6.5M222025
Retirement plans
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