How big is Capital Servicing, Inc.'s plan?

Capital Servicing, Inc.'s plan reported $3.1M in assets and 17 participants for 2025.

Original filing (PDF)20260204135345NAL0004150176001

Capital Servicing, Inc.

Name: Capital Servicing, Inc. — Capital Servicing, Inc., Form 5500 (2025)
Creator: Capital Servicing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Servicing, Inc. 401(k) Plan

401(k) retirement plan · Capital Servicing, Inc.'s Capital Servicing, Inc. 401(k) Plan held $3.1M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Mark Charest signed Capital Servicing, Inc.'s 2025 Form 5500 as plan administrator.

Mark Charest — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capital Servicing, Inc.'s EIN is 20-0516748.

EIN 20-0516748

Plan number 001

Plan year 2025

ACK ID 20260204135345NAL0004150176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Servicing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capital Servicing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL SERVICING, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off