Capital Rx 401(k) Plan: Login, Facts & Contact Information

Capital Rx 401(k) Plan Facts

Plan name
CAPITAL RX 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAPITAL RX
Participants
553 (792 active employees)
Former employees with a balance
104
Plan assets
$20,229,767 at Dec 31, 2024
Average account balance
$27,227 across 743 accounts
Employer contributions
$4,052 in plan year 2024 (0% of all contributions)
Recordkeeper
Fidelity Workplace Services Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.77 million went into the plan in contributions, $4,052 of it from the employer (0%).
  • $1.33 million was paid out to participants.
  • Investment and other income added $2.17 million.
  • Administrative expenses were $9,396, about $13 per account.

How the Capital Rx 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$205,894$0$0
202045$1.53 million$0$27,005
2021171$5.55 million$5$227,280
2022388$7.44 million$0$746,239
2023428$11.6 million$1,512$1.17 million
2024553$20.2 million$4,052$1.33 million

Capital Rx 401(k) Contact Information

Phone
888-617-6521
Mailing address
228 PARK AVE S SUITE 87234, NEW YORK CITY NY 10003
Plan sponsor
CAPITAL RX
Employer identification number (EIN)
35-2612946
Plan number
001

Questions about the Capital Rx 401(k)

Does Capital Rx contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4,052, 0% of all contributions.

Does the Capital Rx 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Capital Rx 401(k) plan?

553 participants at the start of plan year 2024, 792 of them active employees, and 104 former employees who still had money in the plan.

What is the average 401(k) balance at Capital Rx?

About $27,227 per account: $20.2 million in plan assets across 743 accounts with a balance at the end of plan year 2024.

Who manages the Capital Rx 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY WORKPLACE SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Capital Rx. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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