Retirement plan

CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN

Name: CAPITALIZE YOUR FINANCES, LLC - CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN (2025) Form 5500
Creator: CAPITALIZE YOUR FINANCES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN, CAPITALIZE YOUR FINANCES, LLC

CAPITALIZE YOUR FINANCES, LLCEIN 87-3934054Plan #001PY 2025

3929 BRIDGEPORT WAY WEST, SUITE 301 - UNIVERSITY PLACE, WA 98466253-214-3050capitalizeyourfinances.comLinkedIn1-10 employeesfinancial services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$262K

+28.4% from 2024

Total participants

0.0% from 2024

Average account balance

$130,988

+28.4% from 2024

Annual return

11.75%

-8.71 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$262K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$131K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$130,988

$209,336-37.4%

$197,124-33.6%

$137,256-4.6%

Participation rate

100.0%

87.3%+12.7pp

86.7%+13.3pp

80.0%+20.0pp

Annual return

11.75%

48.09%-36.3pp

44.34%-32.6pp

220.34%-208.6pp

Employer contribution / active EE

$2,573

$6,591-61.0%

$6,227-58.7%

$4,156-38.1%

Participant deferral / active EE

$14,393

$9,614+49.7%

$9,135+57.6%

$6,407+124.6%

Admin fee / account holder

$17,308-100.0%

$16,298-100.0%

$12,270-100.0%

CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAPITALIZE YOUR FINANCES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion