Original filing (PDF)20250930164821NAL0015187984001

CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP

Name: CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP — THE PENSION DESIGN GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP

Form 5500-SF

FILING_RECEIVED

THE PENSION DESIGN GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP.

Plan sponsor

Name

CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP

DBA

DBA THE PENSION DESIGN GROUP

EIN

46-2028188

Address

760 LAKEVIEW PLAZA BLVD. · SUITE 700 · WORTHINGTON, OH · 43085

Phone

(614) 888-6008

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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