John Foley signed Capstone Financial Management's 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capstone Financial Management's EIN is 58-2550819.
Download the official 2025 Form 5500 (PDF) for Capstone Financial Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Capstone Financial Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
