How big is Capstone Strategic, Inc.'s plan?

Capstone Strategic, Inc.'s plan reported $2.2M in assets and 13 participants for 2025.

Original filing (PDF)20260330154335NAL0011302785001

Capstone Strategic, Inc.

Name: Capstone Strategic, Inc. — Capstone Strategic, Inc., Form 5500 (2025)
Creator: Capstone Strategic, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Strategic, Inc. 401(k) Plan

401(k) retirement plan · Capstone Strategic, Inc.'s Capstone Strategic, Inc. 401(k) Plan held $2.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Capstone Strategic, Inc.'s EIN is 52-1956796.

EIN 52-1956796

Plan number 001

Plan year 2025

ACK ID 20260330154335NAL0011302785001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capstone Strategic, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capstone Strategic, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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