How big is Capstone Realty, LLC's plan?

Capstone Realty, LLC's plan reported $240K in assets and 7 participants for 2024.

Original filing (PDF)20251006114407NAL0001826595001

Capstone Realty, LLC

Name: Capstone Realty, LLC — Capstone Realty, LLC 401(k), Form 5500 (2024)
Creator: Capstone Realty, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Realty, LLC 401(k) P/S Plan

401(k) retirement plan · Capstone Realty, LLC's Capstone Realty, LLC 401(k) P/S Plan held $240K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

People on this filing

Carleton Drummond signed Capstone Realty, LLC's 2024 Form 5500 as plan administrator.

Carleton Drummond — 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 Realty, LLC's EIN is 26-1096654.

EIN 26-1096654

Plan number 001

Plan year 2024

ACK ID 20251006114407NAL0001826595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off