How big is Capstone LLC.'s plan?

Capstone LLC.'s plan reported $9.8M in assets and 69 participants for 2024.

Original filing (PDF)20250722180701NAL0003994416001

Capstone LLC.

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

Form 5500-SF

FILING_RECEIVED

Capstone 401(k) Retirement Plan

401(k) retirement plan · Capstone LLC.'s Capstone 401(k) Retirement Plan held $9.8M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

130

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

Capstone LLC.'s EIN is 27-2047290.

EIN 27-2047290

Plan number 001

Plan year 2024

ACK ID 20250722180701NAL0003994416001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CAPSTONE LLC.

EIN

all filings

Address

1400 EYE STREET, NW · SUITE 1115 · WASHINGTON, DC · 20005

Phone

(202) 449-9862

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator