Original filing (PDF)20231010094042NAL0027418673001

CAPSTONE PARTNERS, LP

Name: CAPSTONE PARTNERS, LP — CAPSTONE PARTNERS LP 401(K) PLAN, Form 5500 (2022)
Creator: CAPSTONE PARTNERS, LP

Form 5500-SF

FILING_RECEIVED

CAPSTONE PARTNERS LP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPSTONE PARTNERS, LP.

Plan sponsor

Name

CAPSTONE PARTNERS, LP

EIN

75-2943625

Address

ONE GALLERIA TOWER · 13355 NOEL RD, STE 1600 · DALLAS, TX · 75240

Phone

(972) 980-5800

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-07-31

Filed

2023-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GAMBLE JONES INVESTMENT COUNSEL

GAMBLE JONES INVESTMENT COUNSEL 401(K) PROFIT SHARING PLAN

DATA MINING SYSTEMS INC.

DAM2019

DAM2019 401(K) PROFIT SHARING PLAN & TRUST

CRESTHAVEN FINANCIAL PARTNERS

CRESTHAVEN FINANCIAL PARTNERS 401K

LIBERTY CAPITAL MANAGEMENT, INC.

LIBERTY CAPITAL MANAGEMENT, INC. EMPLOYEE'S 401(K) PLAN