Back to filter
Original filing (PDF)20251014155133NAL0001645411001
CAPSTONE IT INC
Form 5500
FILING_RECEIVED
CAPSTONE IT INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
92
Accounts w/ balance
154
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPSTONE IT INC.
Plan sponsor
Name
CAPSTONE IT INC
EIN
47-0817498
Address
12120 SHAMROCK PLZ STE 200 · OMAHA, NE · 681543539
Phone
(402) 319-7125
Industry
Professional & Technical Servicessee all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LUTZ AND COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $13K | — |
Investments
1 pooled fund· $242K(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $242K | 4.5% |
Related plans
Other plans using PAYCHEX, INC.
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRY
BAKERY & CONFECTIONERY UNION & INDUSTRY INTERNATIONAL PENSION FUND
$6.6B · 14,943 participants
BOARD OF TRUSTEES OF LINE CONSTRUCTION BENEFIT FUND
LINE CONSTRUCTION BENEFIT FUND
$1.9B · 65,981 participants
PAYCHEX RETIREMENT LLC
PAYCHEX POOLED EMPLOYER 401(K) PLAN
$1.8B · 621,703 participants
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUND
$1.2B · 2,817 participants
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUND
I. A. T. S. E. NATIONAL PENSION FUND
$673.2M · 15,401 participants
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION
SHEET METAL WORKERS PENSION FUND OF LOCAL UNION NO. 19
$519.2M · 1,833 participants
Similar-size Professional & Technical Services plans
PROSPHIRE, LLC
PROSPHIRE, LLC PROFIT SHARING PLAN
$5.3M · 49 participants
B. FRANK JOY LLC
B. FRANK JOY, LLC RETIREMENT RETIREMENT PLAN
$5.3M · 106 participants
MACROSYS, LLC
MACROSYS, LLC 401(K) AND PROFIT SHARING PLAN
$5.3M · 23 participants
TABLE XI PARTNERS LLC
TABLE XI PARTNERS LLC RETIREMENT TRUST
$5.3M · 66 participants
GREAT LAKES PENSION SERVICES, INC.
GREAT LAKES PENSION SERVICES, INC. SAVINGS PLAN
$5.3M · 9 participants
LOGISTICS MANAGEMENT ENGINEERING INC.
LOGISTICS MANAGEMENT ENGINEERING INC. 401(K) PROFIT SHARING PLAN
$5.3M · 40 participants
Large plans in Nebraska
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BERKSHIRE HATHAWAY CREDIT CORPORATION
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN
$5.2B · 7,732 participants
AMERITAS LIFE INSURANCE CORP
AMERITAS LIFE INSURANCE CORP SEPARATE ACCOUNT G
$4.9B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER TRUST
$4.7B
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
$4.6B
UNION PACIFIC CORPORATION
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
$4.1B · 3,169 participants