PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KAPITAL DATA CORP
Sponsor portfolio

KAPITAL DATA CORP

EIN 81-0886002-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
3
Retirement
3
$478K assets
Welfare
0
Participants
15
305 FLORAL VALE BLVD - YARDLEY, PA 19067215-512-2012
Plans on this EIN
3 filings
#001401k-$377K - 7 part#002TraditionalDB-$80K - 4 part#003ProfitSharing-$20K - 4 part

Retirement portfolio analytics

3 plans aggregated / $478K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • KAPITAL DATA 401(K) (#001)79%
  • DEFINED BENEFIT PLAN (#002)17%
  • PROFIT SHARING PLAN (#003)4%
Total $478KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KAPITAL DATA 401(K) (#001)7
  • DEFINED BENEFIT PLAN (#002)4
  • PROFIT SHARING PLAN (#003)4
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KAPITAL DATA 401(K) PLAN

401k

Assets$377K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KAPITAL DATA DEFINED BENEFIT PLAN

TraditionalDB

Assets$80K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KAPITAL DATA PROFIT SHARING PLAN

ProfitSharing

Assets$20K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001KAPITAL DATA 401(K) PLAN401k$377K72025
002KAPITAL DATA DEFINED BENEFIT PLANTraditionalDB$80K42024
003KAPITAL DATA PROFIT SHARING PLANProfitSharing$20K42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica