How big is Capstone Financial Group LLC's plan?

Capstone Financial Group LLC's plan reported $211K in assets and 10 participants for 2024.

Original filing (PDF)20250630135715NAL0017371776001

Capstone Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Capstone Financial Group LLC 401(k)

401(k) retirement plan · Capstone Financial Group LLC's Capstone Financial Group LLC 401(k) held $211K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$211K

Net assets (EOY)

$211K

People on this filing

Layton White signed Capstone Financial Group LLC's 2024 Form 5500 as plan administrator.

Layton White — 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 Financial Group LLC's EIN is 93-2351015.

EIN 93-2351015

Plan number 001

Plan year 2024

ACK ID 20250630135715NAL0017371776001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Financial Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL GROUP LLC.

Finding similar companies…

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