CAPSTAN TAX STRATEGIES FKA BEDFORD CAPITAL MID ATLANTIC
Form 5500-SF
FILING_RECEIVED
CAPSTAN TAX STRATEGIES 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
29
Plan assets (EOY)
$163K
Net assets (EOY)
$163K
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
57
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTAN TAX STRATEGIES FKA BEDFORD CAPITAL MID ATLANTIC.
Plan sponsor
Name
CAPSTAN TAX STRATEGIES FKA BEDFORD CAPITAL MID ATLANTIC
EIN
20-0563463
Address
200 DRYDEN ROAD · SUITE 3400 · DRESHER, PA · 19025
Phone
(215) 885-7510
Industry
Engineering Services· Professional & Technical Servicessee all
