How big is Capstone Health, LLC's plan?

Capstone Health, LLC's plan reported $745K in assets and 70 participants for 2024.

Original filing (PDF)20250717162835NAL0000675825001

Capstone Health, LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Health 401(k) Plan

401(k) retirement plan · Capstone Health, LLC's Capstone Health 401(k) Plan held $745K in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$745K

Net assets (EOY)

$745K

People on this filing

Marcus Bowie signed Capstone Health, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Health, LLC's EIN is 85-0710286.

EIN 85-0710286

Plan number 001

Plan year 2024

ACK ID 20250717162835NAL0000675825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Health, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 HEALTH, 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