Original filing (PDF)20250827112341NAL0016415920001

CAPSTONE FINANCIAL ADVISORS

Name: CAPSTONE FINANCIAL ADVISORS — CAPSTONE FINANCIAL ADVISORS 401(K) PLAN, Form 5500 (2024)
Creator: CAPSTONE FINANCIAL ADVISORS

Form 5500-SF

FILING_RECEIVED

CAPSTONE FINANCIAL ADVISORS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPSTONE FINANCIAL ADVISORS

EIN

20-2121873all filings

Address

904 BOMBAY LANE · ROSWELL, GA · 30076

Phone

(678) 323-2405

Industry