How big is Capitalogix, LLC.'s plan?

Capitalogix, LLC.'s plan reported $227K in assets and 15 participants for 2024.

Original filing (PDF)20250620013527NAL0008880642001

Capitalogix, LLC.

Name: Capitalogix, LLC. — Capitalogix, LLC. 401(k) P/S, Form 5500 (2024)
Creator: Capitalogix, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitalogix, LLC. 401(k) P/S Plan

401(k) retirement plan · Capitalogix, LLC.'s Capitalogix, LLC. 401(k) P/S Plan held $227K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Jennifer Getson signed Capitalogix, LLC.'s 2024 Form 5500 as plan administrator.

Jennifer Getson — 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

Capitalogix, LLC.'s EIN is 61-1879412.

EIN 61-1879412

Plan number 001

Plan year 2024

ACK ID 20250620013527NAL0008880642001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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