Capital Advisers, Inc.

Form 5500

CAPITAL ADVISERS, INC.

100 East Six Forks Road, Suite 250, Raleigh, Nc 27609 (919) 865-1930 EIN:56-2001246 Plan Admin:Steven Blair Wilson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,679,907 / $2,269,296	2023	CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 5	$1,679,907 / $2,269,296
2022	Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,998,421 / $1,679,907	2022	CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$3,998,421 / $1,679,907
2021	Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,182,463 / $3,998,421	2021	CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$3,182,463 / $3,998,421
2020	Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,507,524 / $3,182,463	2020	CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	4 / 4	$2,507,524 / $3,182,463
2019	Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,852,365 / $2,507,524	2019	CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001	5 / 4	$1,852,365 / $2,507,524