The Capital Markets Company 401(k) Plan: Login, Facts & Contact Information

The Capital Markets Company 401(k) Plan Facts

Plan name
THE CAPCO 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE CAPITAL MARKETS COMPANY
Participants
2,289 (1,235 active employees)
Former employees with a balance
629
Plan assets
$171,881,165 at Dec 31, 2024
Average account balance
$93,363 across 1,841 accounts
Employer contributions
$4,482,633 in plan year 2024 (22% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2017
✓ 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 Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.7 million went into the plan in contributions, $4.48 million of it from the employer (22%).
  • $19.2 million was paid out to participants.
  • Investment and other income added $21.8 million.
  • Administrative expenses were $207,007, about $112 per account.

How the The Capital Markets Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,400$89.3 million$2.98 million$9.06 million
20201,533$109.1 million$3.84 million$10.7 million
20211,552$133.5 million$4.04 million$11.8 million
20222,006$119.2 million$4.71 million$10.00 million
20232,283$148.8 million$4.59 million$13.3 million
20242,289$171.9 million$4.48 million$19.2 million

The Capital Markets Company 401(k) Contact Information

Phone
347-446-7947
Mailing address
350 FIFTH AVE 68TH FLOOR, NEW YORK NY 10118
Plan sponsor
THE CAPITAL MARKETS COMPANY
Employer identification number (EIN)
04-3441053
Plan number
002

Questions about the The Capital Markets Company 401(k)

Does The Capital Markets Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.48 million, 22% of all contributions.

Does the The Capital Markets Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Capital Markets Company 401(k) plan?

2,289 participants at the start of plan year 2024, 1,235 of them active employees, and 629 former employees who still had money in the plan.

What is the average 401(k) balance at The Capital Markets Company?

About $93,363 per account: $171.9 million in plan assets across 1,841 accounts with a balance at the end of plan year 2024.

Who manages the The Capital Markets Company 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Vanguard 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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