Back to filter
Original filing (PDF)20250515084632NAL0013302531001
CAPSTONE WELLNESS, LLC
Form 5500-SF
FILING_RECEIVED
CAPSTONE WELLNESS LLC 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
68
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPSTONE WELLNESS, LLC.
Plan sponsor
Name
CAPSTONE WELLNESS, LLC
EIN
88-3200815
Address
120 MEGHAN LANE · JUDSONIA, AR · 72081
Phone
(866) 729-4479
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
EVERGREEN RECOVERY CENTERS
EVERGREEN RECOVERY CENTERS 403(B) PLAN
$2.6M · 164 participants
NEW VISTA OF THE BLUEGRASS, INC.
NEW VISTA OF THE BLUEGRASS, INC. 401(K) PLAN
$2.6M · 407 participants
CASA ESPERANZA, INC.
CASA ESPERANZA 401(K) PLAN
$2.6M · 102 participants
YELLOWBRICK CTC
YELLOWBRICK CTC RETIREMENT PLAN
$2.7M · 21 participants
CAMDEN TREATMENT ASSOCIATES, LLC
CAMDEN TREATMENT ASSOCIATES, LLC 401(K) PLAN
$2.6M · 38 participants
SPECTRUM CARE MANAGEMENT AND COUNSELING, LLC
SPECTRUM CARE MANAGEMENT AND COUNSELING LLC CASH BALANCE PLAN
$2.6M · 25 participants
Large plans in Arkansas
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
TYSON FOODS, INC.
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
$3.7B · 118,435 participants
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
WINDSTREAM SERVICES LLC
WINDSTREAM 401(K) PLAN
$1.3B · 8,623 participants
BAPTIST HEALTH
BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST
$972.6M