Mike Gettman signed Capstone Real Estate Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Capstone Real Estate Services, Inc.'s EIN is 74-2566803.
Download the official 2024 Form 5500 (PDF) for Capstone Real Estate Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Capstone Real Estate Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $58K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $5.7M | 81.0% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | — | $1.2M | 16.9% | |
| Dodge and Cox Dodge and Cox Income I | Mutual Funds | — | — | $906K | 12.9% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $903K | 12.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $879K | 12.5% | |
| Fidelity International Index | Mutual Funds | — | — | $535K | 7.6% | |
| JP Morgan MC Growth R5 | Other securities | — | — | $342K | 4.9% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $337K | 4.8% | |
| MFS Value R5 | Mutual Funds | — | — | $310K | 4.4% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $229K | 3.3% | |
| Harbor Capital App | Other securities | — | — | $225K | 3.2% | |
| Wells Fargo Special Mid Cap Value Ins | Other securities | — | — | $223K | 3.2% | |
| Voya Small Cap Growth I | Other securities | — | — | $206K | 2.9% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $123K | 1.8% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $84K | 1.2% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $73K | 1.0% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $67K | 1.0% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $65K | 0.9% | |
| Vanguard Well Adm | Mutual Funds | — | — | $56K | 0.8% | |
| JP Morgan US Equity R6 | Other securities | — | — | $47K | 0.7% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $33K | 0.5% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $20K | 0.3% | |
| Vanguard Windsor II | Mutual Funds | — | — | $15K | 0.2% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $2K | <0.1% | |
| DFA US Small Cap | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2005 | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement Balance I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
