How big is Capstone Wealth Partners, Ltd.'s plan?

Capstone Wealth Partners, Ltd.'s plan reported $119K in assets and 4 participants for 2024.

Original filing (PDF)20250416220621NAL0000128819091

Capstone Wealth Partners, Ltd.

Name: Capstone Wealth Partners, Ltd. — Capstone Wealth, Form 5500 (2024)
Creator: Capstone Wealth Partners, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Wealth Partners 401(k) Plan

401(k) retirement plan · Capstone Wealth Partners, Ltd.'s Capstone Wealth Partners 401(k) Plan held $119K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

People on this filing

QIAN LIU signed Capstone Wealth Partners, Ltd.'s 2024 Form 5500 as plan administrator.

QIAN LIU — 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 Wealth Partners, Ltd.'s EIN is 27-1377975.

EIN 27-1377975

Plan number 001

Plan year 2024

ACK ID 20250416220621NAL0000128819091

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Wealth Partners, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH PARTNERS, LTD..

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

Helping the score