How big is Capstone Financial Services, LLC's plan?

Capstone Financial Services, LLC's plan reported $133K in assets and 2 participants for 2024.

Original filing (PDF)20251014165032NAL0006859762002

Capstone Financial Services, LLC

Name: Capstone Financial Services, LLC — Capstone Financia, Form 5500 (2024)
Creator: Capstone Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Financial Services 401(k) Plan

401(k) retirement plan · Capstone Financial Services, LLC's Capstone Financial Services 401(k) Plan held $133K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

Plan identifiers

Capstone Financial Services, LLC's EIN is 11-3780209.

EIN 11-3780209

Plan number 001

Plan year 2024

ACK ID 20251014165032NAL0006859762002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capstone Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score