Cape Investments INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Cape Investments INC.
  • Sponsor EIN: 932762984
  • Sponsor Address: 29 TARRAGON DRIVE, EAST SANDWICH, MA, 02537
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $21,006

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$21,006$0$0
20241$21,006$0$0
20230$16,069$0$0

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