· 2022–2024 · DOL EFAST2
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CAPSTONE PRIVATE WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
418
Total plan assets
$17.4M
Filings (rows)
1
Direct comp
$22K
Indirect comp
$0
SERVICES PROVIDED
Other
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
PRIORITY ONE SERVICES, INC.
PRIORITY ONE SERVICES, INC. RETIREMENT PLAN
ALEXANDRIA, VA
Other
INVESTMENT/FINANCIAL ADVI
418
$17.4M
$22K
CAPSTONE PRIVATE WEALTH — Form 5500 Service Provider Profile | Form 5500 Search
