Capstone 401(k) Plan
Sponsored by Capstone Logistics, Llc · EIN 453087555 · Plan #001
- Total assets
- $50.3M
- Net assets
- $50.3M
- Active participants
- 11,670
- With balances
- 1,955
Plan year beginning 01/01/2024 · 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).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $333,304 |
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan), Direct payment from the plan | $93,211 |