How big is Capstone Retirement Group's plan?

Capstone Retirement Group's plan reported $363K in assets and 8 participants for 2024.

Original filing (PDF)20251009141004NAL0011628192001

Capstone Retirement Group

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

Form 5500-SF

FILING_RECEIVED

Capstone Retirement Group 401(k) Plan

401(k) retirement plan · Capstone Retirement Group's Capstone Retirement Group 401(k) Plan held $363K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$363K

Net assets (EOY)

$363K

Plan identifiers

Capstone Retirement Group's EIN is 45-3590784.

EIN 45-3590784

Plan number 001

Plan year 2024

ACK ID 20251009141004NAL0011628192001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Retirement Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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