How big is Capital Mortgage Solutions' plan?

Capital Mortgage Solutions' plan reported $232K in assets and 5 participants for 2024.

Original filing (PDF)20250806203640NAL0003159459001

Capital Mortgage Solutions

Name: Capital Mortgage Solutions — Form 5500 (2024)
Creator: Capital Mortgage Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Capital Mortgage Solutions held $232K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

People on this filing

Candice Thornton signed Capital Mortgage Solutions' 2024 Form 5500 as plan administrator.

Candice Thornton — 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

Capital Mortgage Solutions' EIN is 47-4839443.

EIN 47-4839443

Plan number 001

Plan year 2024

ACK ID 20250806203640NAL0003159459001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Mortgage Solutions' 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 CAPITAL MORTGAGE SOLUTIONS.

Finding similar companies…

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

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

CAPITAL MORTGAGE SOLUTIONS

EIN

all filings

Address

8255 MAIN STREET, #102 · WOODSTOCK, GA · 30188

Phone

(404) 242-1891

Industry

CPA Offices· 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

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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