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

Cap Index, Inc.'s plan reported $3.5M in assets and 17 participants for 2024.

Original filing (PDF)20250325132830NAL0007720019001

Cap Index, Inc.

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

Form 5500-SF

FILING_RECEIVED

Cap Index Profit Sharing Plan

401(k) retirement plan · Cap Index, Inc.'s Cap Index Profit Sharing Plan held $3.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Cap Index, Inc.'s EIN is 23-2525843.

EIN 23-2525843

Plan number 001

Plan year 2024

ACK ID 20250325132830NAL0007720019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cap Index, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

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