Capstone Wealth Management Group L

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

Active participants

6,176

Total plan assets

$35.1M

Filings (rows)

Direct comp

$145K

Indirect comp

Showing only "CAPSTONE WEALTH MANAGEMENT GROUP L"

View all 3 variants aggregated →

CAPSTONE WEALTH ADVISORS4 CAPSTONE WEALTH MANAGEMENT GROUP L3 CAPSTONE WEALTH MANAGEMENT3

SERVICES PROVIDED

Advisor / Consultant3

Prospecting the plans that use Capstone Wealth Management Group L?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Beacon Specialized Living Services, Inc. Beacon Specialized Living 401(k) Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	2,611	$15.7M	$67K	$0
Beacon Specialized Living Services, Inc. Beacon Specialized Living 401(k) Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	1,606	$11.8M	$44K	$0
Beacon Specialized Living Services, Inc. Beacon Specialized Living 401(k) Plan · all filings	KALAMAZOO, MI	Advisor / Consultant	1,959	$7.6M	$34K	$0