Original filing (PDF)20250624105609NAL0004186963001

CAPITAL INFO GROUP INC

Name: CAPITAL INFO GROUP INC — CAPITAL INFO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: CAPITAL INFO GROUP INC

Form 5500-SF

FILING_RECEIVED

CAPITAL INFO GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPITAL INFO GROUP INC.

Plan sponsor

Name

CAPITAL INFO GROUP INC

EIN

47-4496217

Address

1400 CORPORATE DR STE 140 · IRVING, TX · 750382954

Phone

(214) 287-3060

Industry

Software Publishers· Information / Tech / Mediasee 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

2025-06-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Software Publishers plans

AKADA SOFTWARE, INC.

AKADA SOFTWARE 401(K) PLAN

$1.3M · 6 participants

DESIGN SCIENCE, INC.

DESIGN SCIENCE 401(K) PLAN

$1.3M · 3 participants

INDEX DATA LLC

INDEX DATA LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.3M · 15 participants

SOFTWARE GROUP INC

SOFTWARE GROUP 401(K) PLAN

$1.3M · 26 participants

AUDITORIA AI INC

AUDITORIA AI 401(K) PLAN

$1.3M · 19 participants