How big is Capstone Logistics, LLC's plan?

Capstone Logistics, LLC's plan reported $50.3M in assets and 11,670 participants for 2024.

Original filing (PDF)20251014154850NAL0001612323001

Capstone Logistics, LLC

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

Form 5500

FILING_RECEIVED

Capstone 401(k) Plan

401(k) retirement plan · Capstone Logistics, LLC's Capstone 401(k) Plan held $50.3M in plan assets for 11,670 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributions~85 bps in Sched C fees

Active participants

11,670

Accounts w/ balance

1,955

Plan assets (EOY)

$50.3M

Net assets (EOY)

$50.3M

People on this filing

Mark Seymour signed Capstone Logistics, LLC's 2024 Form 5500 as plan administrator.

Mark Seymour — 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 Logistics, LLC's EIN is 45-3087555.

EIN 45-3087555

Plan number 001

Plan year 2024

ACK ID 20251014154850NAL0001612323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Logistics, LLC's plan includes 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 CAPSTONE LOGISTICS, LLC.

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Below-average — multiple flags

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 760K (8% of contributions).
Total administrative cost in the bottom quartile of peers (7th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

CAPSTONE LOGISTICS, LLC

EIN

all filings

Address

30 TECHNOLOGY PARKWAY SOUTH · STE 200 · PEACHTREE CORNERS, GA · 30092

Phone

(470) 359-7071

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$333K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL WEALTH MGMT CO	39-2018056	—	INVESTMENT ADVISORY	$93K	—

Investments

40 direct securities· $50.2M(100% of reported assets)

Mutual Funds

$32.6M

33 holdings

Common Collective Trusts

$7.6M

1 holding

Other securities

$6.5M

5 holdings

Stable Value

$3.5M

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$7.6M	15.1%
Vanguard US Growth Admiral	Mutual Funds	—	—	$6.0M	11.9%
Vanguard Value Index Adm	Mutual Funds	—	—	$4.7M	9.4%
Transamerica Stable Value Core Option	Stable Value	—	—	$3.5M	7.0%
Vanguard lnterm-Term Bond lndex Adm	Mutual Funds	—	—	$2.8M	5.6%
American Funds American Funds Bond Fund of America R6	Mutual Funds	—	—	$2.4M	4.7%
State Street State Street Global Equity ex-US lndex K	Other securities	—	—	$2.3M	4.5%
and maturing through September 2054.	Other securities	—	—	$1.9M	3.7%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$1.5M	2.9%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$1.4M	2.9%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$1.2M	2.4%
Vanguard LifeStrategy Growth Inv	Mutual Funds	—	—	$1.2M	2.3%
PGIM PGlM High Yield R6	Other securities	—	—	$1.1M	2.3%
Schwab Fundamental US Large Company lndex	Mutual Funds	—	—	$1.1M	2.3%
Fidelity Small Cap lndex	Mutual Funds	—	—	$1.1M	2.2%
State Street State Street Small/Mi d Cap Equity ldx K	Other securities	—	—	$1.1M	2.1%
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$1.1M	2.1%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$892K	1.8%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$846K	1.7%
Vanguard LifeStrategy Moderate Gr Inv	Mutual Funds	—	—	$844K	1.7%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$763K	1.5%
Vanguard Real Estate Index Admiral	Mutual Funds	—	—	$735K	1.5%
Fidelity Global Ex US lndex	Mutual Funds	—	—	$700K	1.4%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$437K	0.9%
Vanguard International Value Inv	Mutual Funds	—	—	$427K	0.9%
Vanguard Explorer Adm	Mutual Funds	—	—	$416K	0.8%
Fidelity Value	Mutual Funds	—	—	$373K	0.7%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$337K	0.7%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$297K	0.6%
Franklin Small-Mid Cap Growth R6	Mutual Funds	—	—	$293K	0.6%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$198K	0.4%
JP Morgan JPMorgan US Equity R6	Other securities	—	—	$194K	0.4%
American Funds American Funds American Balanced R6	Mutual Funds	—	—	$159K	0.3%
Vanguard International Growth Adm	Mutual Funds	—	—	$148K	0.3%
Vanguard LifeStrategy Cnsrv Gr Inv	Mutual Funds	—	—	$84K	0.2%
American Funds American Funds New World R6	Mutual Funds	—	—	$50K	0.1%
Vanguard Target Retirement 2070 Inv	Mutual Funds	—	—	$42K	<0.1%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$34K	<0.1%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$32K	<0.1%
Vanguard LifeStrategy Income Inv	Mutual Funds	—	—	$25K	<0.1%