Original filing (PDF)20250806123435NAL0002888707001

SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

Name: SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS — CAPITAL MORTGAGE SERVICES RETIREMENT PLAN, Form 5500 (2022)
Creator: SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

Form 5500-SF

FILING_RECEIVED

CAPITAL MORTGAGE SERVICES RETIREMENT PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 20.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS.

Plan sponsor

Name

SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS