OpenERISA

Capital Advisors, Ltd.

Shaker Heights, OH, 44122

EIN 34-1884035
Plans
2
Total participants
125
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Capital Advisors, Ltd. Retirement Savings Plan13
2024Form 5500-SF002Capital Advisors, Ltd Cash Balance Plan13
2023Form 5500-SF001Capital Advisors, Ltd. Retirement Savings Plan13
2023Form 5500-SF002Capital Advisors, Ltd Cash Balance Plan10
2022Form 5500-SF001Capital Advisors, Ltd. Retirement Savings Plan14
2022Form 5500-SF002Capital Advisors, Ltd Cash Balance Plan14
2021Form 5500-SF001Capital Advisors, Ltd. Retirement Savings Plan12
2021Form 5500-SF002Capital Advisors, Ltd Cash Balance Plan12
2020Form 5500-SF001Capital Advisors, Ltd. Retirement Savings Plan12
2020Form 5500-SF002Capital Advisors, Ltd Cash Balance Plan12

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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