How big is Capstone Multifamily Group's plan?

Capstone Multifamily Group's plan reported $963K in assets and 46 participants for 2024.

Original filing (PDF)20250606081201NAL0009765171001

Capstone Multifamily Group

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

Form 5500-SF

FILING_RECEIVED

Capstone Multifamily Group 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Capstone Multifamily Group's Capstone Multifamily Group 401(k) Profit Sharing Plan and Trust held $963K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$963K

Net assets (EOY)

$963K

People on this filing

Chrissy Howard signed Capstone Multifamily Group's 2024 Form 5500 as plan administrator.

Chrissy Howard — 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 Multifamily Group's EIN is 27-2954172.

EIN 27-2954172

Plan number 001

Plan year 2024

ACK ID 20250606081201NAL0009765171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Multifamily Group'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 MULTIFAMILY GROUP.

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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 (93rd percentile).

Plan sponsor

Name

CAPSTONE MULTIFAMILY GROUP

EIN

all filings

Address

245 W MAIN AVE · GASTONIA, NC · 28052

Phone

(704) 861-6114

Industry

Real Estate

Plan administrator