How big is Capsifi USA Inc.'s plan?

Capsifi USA Inc.'s plan reported $441K in assets and 3 participants for 2024.

Original filing (PDF)20250828064059NAL0020042930001

Capsifi USA Inc.

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

Form 5500-SF

FILING_RECEIVED

Capsifi USA Inc., 401(k) Plan

401(k) retirement plan · Capsifi USA Inc.'s Capsifi USA Inc., 401(k) Plan held $441K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$441K

Net assets (EOY)

$441K

People on this filing

Mark Lennon signed Capsifi USA Inc.'s 2024 Form 5500 as plan administrator.

Mark Lennon — 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

Capsifi USA Inc.'s EIN is 83-2033226.

EIN 83-2033226

Plan number 001

Plan year 2024

ACK ID 20250828064059NAL0020042930001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capsifi USA Inc.'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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CAPSIFI USA INC.

EIN

all filings

Address

3944 WOODLAWN DRIVE · NASHVILLE, TN · 37205

Phone

(314) 833-3888

Industry

Information / Tech / Media

Plan administrator