How big is Cap Management Services, LLC's plan?

Cap Management Services, LLC's plan reported $1.2M in assets and 45 participants for 2024.

Original filing (PDF)20250415141413NAL0001545475001

Cap Management Services, LLC

Name: Cap Management Services, LLC — Cap Management, Form 5500 (2024)
Creator: Cap Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cap Management Services, LLC 401(k) Salary Reduction Plan and Trust

401(k) retirement plan · Cap Management Services, LLC's Cap Management Services, LLC 401(k) Salary Reduction Plan and Trust held $1.2M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kathryn Moore signed Cap Management Services, LLC's 2024 Form 5500 as plan administrator.

Kathryn Moore — 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

Cap Management Services, LLC's EIN is 20-5036186.

EIN 20-5036186

Plan number 001

Plan year 2024

ACK ID 20250415141413NAL0001545475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cap Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cap Management Services, LLC'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 CAP MANAGEMENT SERVICES, LLC.

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Plan health score

Above-average plan

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