How big is Caplan Group Inc.'s plan?

Caplan Group Inc.'s plan reported $960K in assets and 1 participants for 2025.

Original filing (PDF)20260520140132NAL0001628145001

Caplan Group Inc.

Name: Caplan Group Inc. — Caplan Group Inc. 401(k) Profit, Form 5500 (2025)
Creator: Caplan Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caplan Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Caplan Group Inc.'s Caplan Group Inc. 401(k) Profit Sharing Plan & Trust held $960K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$960K

Net assets (EOY)

$960K

People on this filing

Micah R. KEE signed Caplan Group Inc.'s 2025 Form 5500 as plan administrator.

Micah R. KEE — 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

Caplan Group Inc.'s EIN is 31-1726737.

EIN 31-1726737

Plan number 001

Plan year 2025

ACK ID 20260520140132NAL0001628145001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Caplan Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Caplan Group 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 (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CAPLAN GROUP INC

EIN

all filings

Address

1852 RIDGE RD · FRANKFORT, KS · 664278500

Phone

(513) 237-0270

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator