How big is Captiv8's plan?

Captiv8's plan reported $3.8M in assets and 96 participants for 2024.

Original filing (PDF)20250619163255NAL0003307665001

Captiv8

Name: Captiv8 — Captiv8 401(k) Plan, Form 5500 (2024)
Creator: Captiv8
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Captiv8 401(k) Plan

401(k) retirement plan · Captiv8's Captiv8 401(k) Plan held $3.8M in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Allison Smith signed Captiv8's 2024 Form 5500 as plan administrator.

Allison Smith — 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

Captiv8's EIN is 47-2473952.

EIN 47-2473952

Plan number 001

Plan year 2024

ACK ID 20250619163255NAL0003307665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Captiv8 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Captiv8's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPTIV8.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CAPTIV8

EIN

all filings

Address

425 1ST STREET · SUITE 3302 · SAN FRANCISCO, CA · 94105

Phone

(323) 541-8152

Industry

Professional & Technical Services

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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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