Original filing (PDF)20251014091513NAL0005192882001

SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

Name: SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS — CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN, Form 5500 (2024)
Creator: SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

Form 5500-SF

FILING_RECEIVED

CAPITAL MORTGAGE SERVICES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SIWELL, INC. CAPITAL MORTGAGE SERVICES OF TEXAS

EIN

75-1791492

Address

4212 50TH STREET · LUBBOCK, TX · 79413

Phone

(806) 796-7231

Industry

Finance & Insurancesee all

Plan administrator