Capstone Management, Llc 401 K Plan
Sponsored by Capstone Management, Llc · EIN 264146792 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 379
- With balances
- 355
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 |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $8,959 |