· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPRICOR, INC. — CAPRICOR, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619130045NAL0004728432001
CAPRICOR, INC.
Form 5500-SF
FILING_RECEIVED
CAPRICOR, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
126
Accounts w/ balance
91
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPRICOR, INC.
.
Find decision makers
Plan sponsor
Name
CAPRICOR, INC.
EIN
20-3563447
Address
10865 ROAD TO THE CURE, · SUITE 150 · SAN DIEGO, CA · 92121
Phone
(310) 358-3220
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
PARSE BIOSCIENCES, INC.
PARSE BIOSCIENCES INC. 401(K) PLAN
$2.9M · 103 participants
ELEGEN CORP
ELEGEN CORP 401(K) PLAN
$2.9M · 91 participants
PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE
PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE 403B PLAN
$2.9M · 29 participants
R. DORSEY & COMPANY, INC
R. DORSEY & COMPANY, INC. 401(K) PS PLAN
$2.9M · 16 participants
CONCORDIA TECHNOLOGIES, INC.
CONCORDIA TECHNOLOGIES, INC. 401(K) PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.9M · 32 participants
ANGSTROM SCIENTIFIC INC
ANGSTROM SCIENTIFIC INC 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
