How big is Capstone Wellness, LLC's plan?

Capstone Wellness, LLC's plan reported $2.6M in assets and 119 participants for 2024.

Original filing (PDF)20250515084632NAL0013302531001

Capstone Wellness, LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Wellness LLC 401(k) Plan

401(k) retirement plan · Capstone Wellness, LLC's Capstone Wellness LLC 401(k) Plan held $2.6M in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Capstone Wellness, LLC's EIN is 88-3200815.

EIN 88-3200815

Plan number 001

Plan year 2024

ACK ID 20250515084632NAL0013302531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Finding similar companies…

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

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score