Original filing (PDF)20251013091305NAL0002164114001

CAPSTONE ON-CAMPUS MANAGEMENT, LLC

Name: CAPSTONE ON-CAMPUS MANAGEMENT, LLC — COCM EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: CAPSTONE ON-CAMPUS MANAGEMENT, LLC

Form 5500

FILING_RECEIVED

COCM EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

579

Accounts w/ balance

474

Plan assets (EOY)

$3.2M

Net assets (EOY)

-$19.1M

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)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPSTONE ON-CAMPUS MANAGEMENT, LLC.

Plan sponsor

Name

CAPSTONE ON-CAMPUS MANAGEMENT, LLC

EIN

56-2440563

Address

1500 URBAN CENTER DRIVE · SUITE 400 · VESTAVIA, AL · 35242

Phone

(205) 414-6400

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CARR, RIGGS & INGRAM, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $2.4M(76% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	stock	—	—	$22.5M	$2.4M	76.4%

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