How big is Cap Global, Inc.'s plan?

Cap Global, Inc.'s plan reported $885K in assets and 3 participants for 2024.

Original filing (PDF)20250821141041NAL0008187266001

Cap Global, Inc.

Name: Cap Global, Inc. — Employee 401(k) Profit Sharing, Form 5500 (2024)
Creator: Cap Global, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee 401(k) Profit Sharing Plan of Cap Global

401(k) retirement plan · Cap Global, Inc.'s Employee 401(k) Profit Sharing Plan of Cap Global held $885K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$885K

Net assets (EOY)

$885K

Plan identifiers

Cap Global, Inc.'s EIN is 20-8318012.

EIN 20-8318012

Plan number 001

Plan year 2024

ACK ID 20250821141041NAL0008187266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CAP GLOBAL, INC.

EIN

all filings

Address

1929 OAK ST · PASO ROBLES, CA · 93446

Phone

(303) 955-5404

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator