AUMdb

Capstone Facilities 401(k) Plan

Sponsored by Capstone Management Llc · EIN 383943640 · Plan #001

Total assets
$256K
Net assets
$256K
Active participants
215
With balances
46

Plan year beginning 01/01/2021 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.

Filing history

Plan year Assets Participants Source
01/01/2021 $256K 215 ack 20250815094838NAL0010067699001
07/01/2020 $118K 218 ack 20250815094619NAL0005822499001