How big is Capstone Mechanical, LLC's plan?

Capstone Mechanical, LLC's plan reported $9.8M in assets and 108 participants for 2024.

Original filing (PDF)20250828234122NAL0005898995001

Capstone Mechanical, LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Mechanical 401(k) Profit Sharing Plan

401(k) retirement plan · Capstone Mechanical, LLC's Capstone Mechanical 401(k) Profit Sharing Plan held $9.8M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

123

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

Capstone Mechanical, LLC's EIN is 80-0705928.

EIN 80-0705928

Plan number 001

Plan year 2024

ACK ID 20250828234122NAL0005898995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Mechanical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off