What public Form 5500 filings show about the Capstone Wealth Management, Inc. 401(k) plan — and how to find and check your own account.
Capstone Wealth Management, Inc. (EIN 20-4603987) reports CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN on its most recent Form 5500, with $1.8M in plan assets across 6 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 Management, Inc. filing — schedules, fees, and providers.
Capstone Wealth Management, 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 Management, Inc.HR for the recordkeeper’s name and login.
