Original filing (PDF)20240214200055NAL0048725153001

CAPGROW HOME MORTGAGE, LLC

Name: CAPGROW HOME MORTGAGE, LLC — CGHM 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CAPGROW HOME MORTGAGE, LLC

Form 5500-SF

FILING_RECEIVED

CGHM 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPGROW HOME MORTGAGE, LLC.

Plan sponsor

Name

CAPGROW HOME MORTGAGE, LLC

EIN

20-4515212

Address

16141 SWINGLEY RIDGE RD STE 107 · CHESTERFIELD, MO · 63017

Phone

(636) 532-2446

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-04-30

Filed

2024-02-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

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