What public Form 5500 filings show about the Capstone Wealth Partners, Ltd. 401(k) plan — and how to find and check your own account.
Capstone Wealth Partners, Ltd. (EIN 27-1377975) reports CAPSTONE WEALTH PARTNERS 401(K) PLAN on its most recent Form 5500, with $119K 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 Partners, Ltd. filing — schedules, fees, and providers.
Capstone Wealth Partners, Ltd.’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 Partners, Ltd.HR for the recordkeeper’s name and login.
