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Original filing (PDF)20240911091752NAL0006819889001
CAPP, INC
Form 5500
FILING_RECEIVED
CAPP, INC. PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
92
Accounts w/ balance
117
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPP, INC.
Plan sponsor
Name
CAPP, INC
EIN
23-1412101
Address
201 MARPLE AVENUE · CLIFTON HEIGHTS, PA · 190182414
Phone
(610) 394-1107
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-09-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDG CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC | 23-2739506 | — | NONE | $20K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
Investments
1 pooled fund· $1.4M(15% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STABLE VALUE FUND R1 GREAT GRAY TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | $1.4M | 15.4% |
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