How big is Cap-Stone & Associates, Inc.'s plan?

Cap-Stone & Associates, Inc.'s plan reported $2.2M in assets and 19 participants for 2024.

Original filing (PDF)20250602064156NAL0006382019001

Cap-Stone & Associates, Inc.

Name: Cap-Stone & Associates, Inc. — Cap-Stone 401(k) Plan, Form 5500 (2024)
Creator: Cap-Stone & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cap-Stone 401(k) Plan

401(k) retirement plan · Cap-Stone & Associates, Inc.'s Cap-Stone 401(k) Plan held $2.2M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Mary Sharrett signed Cap-Stone & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Mary Sharrett — 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

Cap-Stone & Associates, Inc.'s EIN is 31-1262683.

EIN 31-1262683

Plan number 001

Plan year 2024

ACK ID 20250602064156NAL0006382019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cap-Stone & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cap-Stone & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 (88th percentile).

Plan sponsor

Name

CAP-STONE & ASSOCIATES, INC.

EIN

all filings

Address

3700 CORPORATE DRIVE, SUITE 125 · COLUMBUS, OH · 43231

Phone

(614) 865-1874

Industry

Engineering Services· Professional & Technical Services

Plan administrator