How big is Capital Concepts Inc.'s plan?

Capital Concepts Inc.'s plan reported $1.1M in assets and 11 participants for 2025.

Original filing (PDF)20260518081624NAL0013923664001

Capital Concepts Inc.

Name: Capital Concepts Inc. — Capital Concepts Inc. 401(k), Form 5500 (2025)
Creator: Capital Concepts Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Concepts Inc. 401(k) Plan

401(k) retirement plan · Capital Concepts Inc.'s Capital Concepts Inc. 401(k) Plan held $1.1M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Peter AYO signed Capital Concepts Inc.'s 2025 Form 5500 as plan administrator.

Peter AYO — 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 Concepts Inc.'s EIN is 76-0565087.

EIN 76-0565087

Plan number 001

Plan year 2025

ACK ID 20260518081624NAL0013923664001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capital Concepts Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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

Plan sponsor

Name

CAPITAL CONCEPTS INC

EIN

all filings

Address

77 SUGAR CREEK CENTER BLVD · STE 600 · SUGARLAND, TX · 77478

Phone

(713) 651-9500

Industry

Finance & Insurance

Plan administrator