How big is Capstone Triton Financial Group LLC's plan?

Capstone Triton Financial Group LLC's plan reported $823K in assets and 6 participants for 2024.

Original filing (PDF)20250724124333NAL0005982896001

Capstone Triton Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Triton Financial Group LLC 401(k) Plan and Trust

401(k) retirement plan · Capstone Triton Financial Group LLC's Capstone Triton Financial Group LLC 401(k) Plan and Trust held $823K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

People on this filing

Andrew Oster signed Capstone Triton Financial Group LLC's 2024 Form 5500 as plan administrator.

Andrew Oster — 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 Triton Financial Group LLC's EIN is 84-4947909.

EIN 84-4947909

Plan number 001

Plan year 2024

ACK ID 20250724124333NAL0005982896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Triton Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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