How big is Capella Space Corp.'s plan?

Capella Space Corp.'s plan reported $11.9M in assets and 195 participants for 2024.

Original filing (PDF)20251009183301NAL0007015329001

Capella Space Corp.

Name: Capella Space Corp. — Capella Space 401(k) Plan, Form 5500 (2024)
Creator: Capella Space Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Capella Space 401(k) Plan

401(k) retirement plan · Capella Space Corp.'s Capella Space 401(k) Plan held $11.9M in plan assets for 195 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

Late participant contributions27% in single holdingSelf-directed brokerage offered

Active participants

195

Accounts w/ balance

227

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

Carey Hicks signed Capella Space Corp.'s 2024 Form 5500 as plan administrator.

Carey Hicks — 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

Capella Space Corp.'s EIN is 81-2571277.

EIN 81-2571277

Plan number 001

Plan year 2024

ACK ID 20251009183301NAL0007015329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capella Space Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capella Space Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 538K (15% of contributions).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

CAPELLA SPACE CORP.

EIN

all filings

Address

438 SHOTWELL STREET · SAN FRANCISCO, CA · 94110

Phone

(415) 481-4727

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

24 direct securities· $11.9M(100% of reported assets)

Mutual Funds

$7.3M

15 holdings

Common Collective Trusts

$3.9M

4 holdings

Other securities

$485K

2 holdings

Bonds / Notes

$171K

1 holding

U.S. Treasuries

$47K

1 holding

Self-Directed Brokerage

$2K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.2M	27.3%
Fidelity Freedom Index 2055 Investor Mutual Fund	Mutual Funds	—	—	$2.2M	18.7%
Fidelity Freedom Index 2060 Investor Mutual Fund	Mutual Funds	—	—	$1.5M	12.5%
Fidelity Freedom Index 2050 Investor Mutual Fund	Mutual Funds	—	—	$896K	7.5%
Fidelity Freedom Index 2045 Investor Mutual Fund	Mutual Funds	—	—	$807K	6.8%
Fidelity Freedom Index 2035 Investor Mutual Fund	Mutual Funds	—	—	$537K	4.5%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$483K	4.1%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$470K	3.9%
Fidelity Freedom Index 2040 Investor Mutual Fund	Mutual Funds	—	—	$378K	3.2%
Fidelity Freedom Index 2065 Investor Mutual Fund	Mutual Funds	—	—	$378K	3.2%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$261K	2.2%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$171K	1.4%
Fidelity Freedom Index 2030 Investor Mutual Fund	Mutual Funds	—	—	$118K	1.0%
Fidelity Emerging Markets Idx Mutual Fund	Common Collective Trusts	—	—	$83K	0.7%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$75K	0.6%
DFA World ex U.S. Core Equity Portfolio Institutional Class Shares Mutual Fund	Mutual Funds	—	—	$68K	0.6%
DFA U.S. Small Cap Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$55K	0.5%
Gabelli US Treasury MMkt I Mutual Fund	U.S. Treasuries	—	—	$47K	0.4%
Fidelity Freedom Index Income Investor Mutual Fund ** 784 * Fidelity Freedom Index 2015 Investor Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Fidelity Freedom Index 2025 Investor Mutual Fund	Mutual Funds	—	—	$34K	0.3%
Dodge & Cox Stock Fund Class X Mutual Fund	Mutual Funds	—	—	$29K	0.2%
PGIM Total Return Bond Fund -Class R6 Mutual Fund	Other securities	—	—	$14K	0.1%
Fidelity BrokerageLink Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$2K	<0.1%
Fidelity Freedom Index 2020 Investor Mutual Fund	Mutual Funds	—	—	$1K	<0.1%