Jesus Morales signed Capstone Investment Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capstone Investment Advisors LLC's EIN is 20-8601093.
Download the official 2024 Form 5500 (PDF) for Capstone Investment Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capstone Investment Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
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