How big is Capstone Distributor Support SER's plan?

Capstone Distributor Support SER's plan reported $50K in assets and 6 participants for 2024.

Original filing (PDF)20250607055634NAL0021934592001

Capstone Distributor Support SER

Name: Capstone Distributor Support SER — Capstone DSS, Form 5500 (2024)
Creator: Capstone Distributor Support SER
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone DSS 401(k) Plan

401(k) retirement plan · Capstone Distributor Support SER's Capstone DSS 401(k) Plan held $50K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$50K

Net assets (EOY)

$50K

People on this filing

LEAH HAYS signed Capstone Distributor Support SER's 2024 Form 5500 as plan administrator.

LEAH HAYS — 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 Distributor Support SER's EIN is 95-4180883.

EIN 95-4180883

Plan number 001

Plan year 2024

ACK ID 20250607055634NAL0021934592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capstone Distributor Support SER from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Distributor Support SER'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 DISTRIBUTOR SUPPORT SER.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off