How big is Capshift LLC's plan?

Capshift LLC's plan reported $521K in assets and 14 participants for 2024.

Original filing (PDF)20250721094204NAL0001638848001

Capshift LLC

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

Form 5500-SF

FILING_RECEIVED

Capshift 401(k) Plan

401(k) retirement plan · Capshift LLC's Capshift 401(k) Plan held $521K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

People on this filing

Marcus Bowie signed Capshift LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Capshift LLC's EIN is 82-3915297.

EIN 82-3915297

Plan number 001

Plan year 2024

ACK ID 20250721094204NAL0001638848001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capshift LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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.

Plan sponsor

Name

CAPSHIFT LLC

EIN

all filings

Address

15 SPENCER ST · WEST NEWTON, MA · 02465

Phone

(617) 865-5096

Industry

Finance & Insurance

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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