CAPSTAN FINANCIAL CONSULTING GRO 401(k) Plan
What public Form 5500 filings show about the CAPSTAN FINANCIAL CONSULTING GRO 401(k) plan — and how to find and check your own account.
The CAPSTAN FINANCIAL CONSULTING GRO 401(k) on its latest Form 5500
CAPSTAN FINANCIAL CONSULTING GRO (EIN 27-2062140) reports CAPSTAN 401(K) PLAN on its most recent Form 5500, with $461K in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CAPSTAN FINANCIAL CONSULTING GRO filing — schedules, fees, and providers.
Who runs the CAPSTAN FINANCIAL CONSULTING GRO 401(k)?
CAPSTAN FINANCIAL CONSULTING GRO’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CAPSTAN FINANCIAL CONSULTING GROHR for the recordkeeper’s name and login.
How to check your CAPSTAN FINANCIAL CONSULTING GRO 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CAPSTAN FINANCIAL CONSULTING GRO HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).