How big is Capstone Holdings Inc.'s plan?

Capstone Holdings Inc.'s plan reported $2.2M in assets and 15 participants for 2025.

Original filing (PDF)20260414152539NAL0016055345001

Capstone Holdings Inc.

Name: Capstone Holdings Inc. — Capstone Holdings Inc., Form 5500 (2025)
Creator: Capstone Holdings Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Holdings Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Capstone Holdings Inc.'s Capstone Holdings Inc. 401(k) Profit Sharing Plan & Trust held $2.2M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Capstone Holdings Inc.'s EIN is 83-2563883.

EIN 83-2563883

Plan number 001

Plan year 2025

ACK ID 20260414152539NAL0016055345001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capstone Holdings Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capstone Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

CAPSTONE HOLDINGS INC

EIN

all filings

Address

2655 N AIRPORT RD # 60439 · FORT MYERS, FL · 339071430

Phone

(850) 321-5713

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator