How big is Capstone Health Services Foundation's plan?

Capstone Health Services Foundation's plan reported $23.4M in assets and 131 participants for 2024.

Original filing (PDF)20251015121756NAL0002393043001

Capstone Health Services Foundation

Name: Capstone Health Services Foundation — Capstone, Form 5500 (2024)
Creator: Capstone Health Services Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Capstone Health Services Foundation 403(b) DC Plan

403(b) retirement plan · Capstone Health Services Foundation's Capstone Health Services Foundation 403(b) DC Plan held $23.4M in plan assets for 131 participants in 2024.

Signals · 3

Late participant contributionsNon-clean audit opinionNo recordkeeper disclosed

Active participants

131

Accounts w/ balance

195

Plan assets (EOY)

$23.4M

Net assets (EOY)

$23.4M

Plan identifiers

Capstone Health Services Foundation's EIN is 63-0810661.

EIN 63-0810661

Plan number 001

Plan year 2024

ACK ID 20251015121756NAL0002393043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capstone Health Services Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Health Services Foundation's plan includes a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 63K (4% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (99th percentile).

Plan sponsor

Name

CAPSTONE HEALTH SERVICES FOUNDATION

EIN

all filings

Address

850 PETER BRYCE BOULEVARD · TUSCALOOSA, AL · 35401

Phone

(205) 348-5203

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

KASSOUF & COMPANY, INC.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

33 direct securities · 1 pooled fund· $23.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$17.1M

29 holdings

Registered Investment Companies

$3.3M

1 holding

Common Collective Trusts

$2.4M

3 holdings

Pooled Separate Account

$498K

1 holding

					% of plan
* College Retirement Equity Fund CREF Stock R1	Registered Investment Companies	—	—	$3.3M	14.1%
College Retirement Equity Fund CREF Growth R1	Mutual Funds	—	—	$2.5M	10.8%
College Retirement Equity Fund CREF Money Market R1	Mutual Funds	—	—	$2.4M	10.1%
Unallocated Contracts * Teachers Insurance and Annuity Association TIAA Traditional Non Benefit Responsive- RA	Mutual Funds	—	—	$2.3M	10.0%
College Retirement Equity Fund CREF Equity Index R1	Common Collective Trusts	—	—	$1.6M	6.8%
College Retirement Equity Fund CREF Global Equities R1	Mutual Funds	—	—	$1.6M	6.7%
College Retirement Equity Fund CREF Core Bond R1	Mutual Funds	—	—	$916K	3.9%
Teachers Insurance and Annuity Association TIAA Access Lg-Cap Gr T4	Mutual Funds	—	—	$870K	3.7%
Teachers Insurance and Annuity Association TIAA Access Intl Equity T4	Mutual Funds	—	—	$720K	3.1%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2045 T4	Mutual Funds	—	—	$693K	3.0%
Teachers Insurance and Annuity Association TIAA Access Quant Sml Cp Eq T4	Mutual Funds	—	—	$532K	2.3%
Teachers Insurance and Annuity Association TIAA Access Lg-Cap Val T4	Mutual Funds	—	—	$529K	2.3%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2040 T4	Mutual Funds	—	—	$522K	2.2%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$498K	2.1%
Teachers Insurance and Annuity Association TIAA Access Mid-Cap Gr T4	Mutual Funds	—	—	$467K	2.0%
Teachers Insurance and Annuity Association TIAA Access Social Ch Eq T4	Mutual Funds	—	—	$466K	2.0%
Teachers Insurance and Annuity Association TIAA Access Sm-Cap Bl Idx T4	Common Collective Trusts	—	—	$444K	1.9%
Teachers Insurance and Annuity Association TIAA Access Growth & Income T4	Mutual Funds	—	—	$431K	1.8%
Teachers Insurance and Annuity Association TIAA Access Equity Index T4	Common Collective Trusts	—	—	$408K	1.7%
College Retirement Equity Fund CREF Social Choice R1	Mutual Funds	—	—	$382K	1.6%
Teachers Insurance and Annuity Association TIAA Access Real Est Secs T4	Mutual Funds	—	—	$337K	1.4%
College Retirement Equity Fund CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$328K	1.4%
Teachers Insurance and Annuity Association TIAA Access Mid-Cap Val T4	Mutual Funds	—	—	$300K	1.3%
Teachers Insurance and Annuity Association TIAA Access Core Bond Plus T4	Mutual Funds	—	—	$209K	0.9%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2050 T4	Mutual Funds	—	—	$171K	0.7%
Teachers Insurance and Annuity Association TIAA Traditional Benefit Responsive- SRA	Mutual Funds	—	—	$152K	0.6%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2035 T4	Mutual Funds	—	—	$86K	0.4%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2030 T4	Mutual Funds	—	—	$77K	0.3%
Teachers Insurance and Annuity Association TIAA Access Lfcyle Rtmt Inc T4	Mutual Funds	—	—	$52K	0.2%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2060 T4	Mutual Funds	—	—	$38K	0.2%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2055 T4	Mutual Funds	—	—	$29K	0.1%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2025 T4	Mutual Funds	—	—	$11K	<0.1%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2010 T4	Mutual Funds	—	—	$10K	<0.1%
Teachers Insurance and Annuity Association TIAA Access Lifecycle 2020 T4	Mutual Funds	—	—	$8K	<0.1%