Original filing (PDF)20250514150200NAL0012866771002

CAPITAL MANAGEMENT SERVICES, INC.

Name: CAPITAL MANAGEMENT SERVICES, INC. — CAPITAL MANAGEMENT SERVICES, INC. QUALIFIED RETIREMENT PLAN, Form 5500 (2024)
Creator: CAPITAL MANAGEMENT SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

CAPITAL MANAGEMENT SERVICES, INC. QUALIFIED RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPITAL MANAGEMENT SERVICES, INC.

EIN

58-1887552

Address

PO BOX 2360 · DACULA, GA · 30019

Phone

(678) 986-2199

Industry