How big is The Capstone Group, LLC's plan?

The Capstone Group, LLC's plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20250718124125NAL0003210626001

The Capstone Group, LLC

Name: The Capstone Group, LLC — The Capstone Group, Form 5500 (2024)
Creator: The Capstone Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Capstone Group Retirement Plan

401(k) retirement plan · The Capstone Group, LLC's The Capstone Group Retirement Plan held $3.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Christine Staberg signed The Capstone Group, LLC's 2024 Form 5500 as plan administrator.

Christine Staberg — 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

The Capstone Group, LLC's EIN is 77-0601204.

EIN 77-0601204

Plan number 001

Plan year 2024

ACK ID 20250718124125NAL0003210626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Capstone Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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