Original filing (PDF)20250912150617NAL0003885314001

THE CAPSTREET GROUP, LLC

Name: THE CAPSTREET GROUP, LLC — THE CAPSTREET GROUP 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE CAPSTREET GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE CAPSTREET GROUP 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

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 THE CAPSTREET GROUP, LLC.

Plan sponsor

Name

THE CAPSTREET GROUP, LLC

EIN

76-0525528

Address

1001 LOUISIANA STREET SUITE 3200 · HOUSTON, TX · 77002

Phone

(713) 332-2745

Industry

Finance & Insurancesee all

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

2025-09-12

Pension benefit codes

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

Small plans don't disclose service providers

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