How big is Capstone Investment Group, LLC's plan?

Capstone Investment Group, LLC's plan reported $691K in assets and 9 participants for 2024.

Original filing (PDF)20250924125507NAL0006774385001

Capstone Investment Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Investment Group, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Capstone Investment Group, LLC's Capstone Investment Group, LLC 401(k) Retirement Savings Plan held $691K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$691K

Net assets (EOY)

$691K

People on this filing

Sandra Drennon signed Capstone Investment Group, LLC's 2024 Form 5500 as plan administrator.

Sandra Drennon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capstone Investment Group, LLC's EIN is 20-0990409.

EIN 20-0990409

Plan number 001

Plan year 2024

ACK ID 20250924125507NAL0006774385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE INVESTMENT GROUP, 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