Steven Thomas signed Capstone Community Action, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capstone Community Action, Inc.'s EIN is 03-0216254.
Download the official 2024 Form 5500 (PDF) for Capstone Community Action, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capstone Community Action, Inc.'s plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC. | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.4M | 97.5% | |
| [Assets held in participant loans] | Other | — | — | $190K | 2.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3K | <0.1% | |
| SEPARATE ACCOUNT NUMBER SA1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, MI | CONTRACT ADMIN | $20K | — |
