How big is Capstone CFO, LLC's plan?

Capstone CFO, LLC's plan reported $32K in assets and 4 participants for 2024.

Original filing (PDF)20251009154240NAL0004052963001

Capstone CFO, LLC

Name: Capstone CFO, LLC — Capstone CFO, LLC 401(k) Plan, Form 5500 (2024)
Creator: Capstone CFO, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone CFO, LLC 401(k) Plan

401(k) retirement plan · Capstone CFO, LLC's Capstone CFO, LLC 401(k) Plan held $32K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Ryan Anderson signed Capstone CFO, LLC's 2024 Form 5500 as plan administrator.

Ryan Anderson — 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

Capstone CFO, LLC's EIN is 82-3805847.

EIN 82-3805847

Plan number 001

Plan year 2024

ACK ID 20251009154240NAL0004052963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off