How big is Capstone Health's plan?

Capstone Health's plan reported $861K in assets and 58 participants for 2024.

Original filing (PDF)20250919144006NAL0003179488001

Capstone Health

Name: Capstone Health — Capstone Health 403(b) Employee, Form 5500 (2024)
Creator: Capstone Health
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Health 403(b) Employee Retirement Plan

403(b) retirement plan · Capstone Health's Capstone Health 403(b) Employee Retirement Plan held $861K in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$861K

Net assets (EOY)

$861K

People on this filing

BETH Franks signed Capstone Health's 2024 Form 5500 as plan administrator.

BETH Franks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capstone Health's EIN is 63-1276483.

EIN 63-1276483

Plan number 001

Plan year 2024

ACK ID 20250919144006NAL0003179488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Health's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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

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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