How big is Capstone Wealth Advisors, Inc.'s plan?

Capstone Wealth Advisors, Inc.'s plan reported $392K in assets and 4 participants for 2025.

Original filing (PDF)20260302084742NAL0000639891001

Capstone Wealth Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Capstone Wealth Advisors, Inc. held $392K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

Plan identifiers

Capstone Wealth Advisors, Inc.'s EIN is 25-1906780.

EIN 25-1906780

Plan number 001

Plan year 2025

ACK ID 20260302084742NAL0000639891001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Capstone Wealth Advisors, Inc.'s plan includes profit-sharing, 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 WEALTH ADVISORS, INC..

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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