# Capital Advisors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capital-advisors-inc-plan

> Capital Advisors, INC.'s 401(k) plan: 61 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Advisors, INC.

- **Sponsor EIN:** 731044294

- **Sponsor Address:** 2222 S UTICA PLACE, STE 300, TULSA, OK, 74114

- **Plan Type:** 401(k)

- **Total Participants:** 61

- **Total Assets:** $22.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|61|$22.0M|$489,089|$903,271|

| 2023|60|$20.7M|$427,718|$863,800|

| 2022|58|$15.2M|$373,063|$738,185|

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