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CAPSTONE COUNSELING LLC — CAPSTONE COUNSELING LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014092432NAL0005261074001
CAPSTONE COUNSELING LLC
Form 5500
FILING_RECEIVED
CAPSTONE COUNSELING LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
20
Accounts w/ balance
176
Plan assets (EOY)
$90K
Net assets (EOY)
$90K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPSTONE COUNSELING LLC
.
Find decision makers
Plan sponsor
Name
CAPSTONE COUNSELING LLC
EIN
47-2752916
Address
1803 N 28TH ST · RICHMOND, VA · 232234505
Phone
(804) 873-1903
Industry
Health Care & Social Assistance
see all
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $90K
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
Fidelity Puritan Trust - Advisor Balanced Fund
—
—
—
$90K
100.0%
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Knocking points off
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Helping the score
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