Original filing (PDF)20250930164821NAL0015187984001

Capital Pension Group LLC DBA the Pension Design Group

Name: Capital Pension Group LLC DBA the Pension Design Group — Form 5500 Plan 001 (2024)
Creator: Capital Pension Group LLC DBA the Pension Design Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Pension Design Group 401(k) Profit Sharing Plan

401(k) retirement plan · Capital Pension Group LLC DBA the Pension Design Group's The Pension Design Group 401(k) Profit Sharing Plan held $2.8M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Capital Pension Group LLC DBA the Pension Design Group's EIN is 46-2028188.

EIN 46-2028188

Plan number 001

Plan year 2024

ACK ID 20250930164821NAL0015187984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Pension Group LLC DBA the Pension Design Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Pension Group LLC DBA the Pension Design Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL PENSION GROUP LLC DBA THE PENSION DESIGN GROUP.

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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