P 401(k) Plan Report

Stable plan record

CAPITALIST INVESTMENT SERVICES, LLC 401(K) PLAN

Sponsored by CAPITALIST INVESTMENT SERVICES, LLC · EIN/PN 522347196-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$11,163
Administrative cost per participant
2025
$169
Active participants
2025
5
Total plan assets
2025
$3,315,330
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714050756NAL00006980030015$11,163
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.