What public Form 5500 filings show about the Capstone Wealth Advisors, Inc. 401(k) plan — and how to find and check your own account.
Capstone Wealth Advisors, Inc. (EIN 25-1906780) reports CAPSTONE WEALTH ADVISORS, INC. on its most recent Form 5500, with $392K in plan assets across 4 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 Capstone Wealth Advisors, Inc. filing — schedules, fees, and providers.
Capstone Wealth Advisors, Inc.’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 Capstone Wealth Advisors, Inc.HR for the recordkeeper’s name and login.
