CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
8
Accounts w/ balance
2
Plan assets (EOY)
$471K
Net assets (EOY)
$471K
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
64
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE FINANCIAL MANAGEMENT.
Plan sponsor
Name
CAPSTONE FINANCIAL MANAGEMENT
EIN
58-2550819
Address
2110 POWERS FERRY RD SE STE 465 · ATLANTA, GA · 303395062
