How big is Capstone Advisors, LLC's plan?

Capstone Advisors, LLC's plan reported $567K in assets and 3 participants for 2025.

Original filing (PDF)20260212150712NAL0000348752001

Capstone Advisors, LLC

Name: Capstone Advisors, LLC — Capstone Advisors, Form 5500 (2025)
Creator: Capstone Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Advisors Retirement Plan

401(k) retirement plan · Capstone Advisors, LLC's Capstone Advisors Retirement Plan held $567K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

People on this filing

Robert Rachlow signed Capstone Advisors, LLC's 2025 Form 5500 as plan administrator.

Robert Rachlow — 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 Advisors, LLC's EIN is 20-5192414.

EIN 20-5192414

Plan number 001

Plan year 2025

ACK ID 20260212150712NAL0000348752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capstone Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capstone Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off