Plan Snapshot
- Plan Sponsor: Cappstone, INC.
- Sponsor EIN: 141895321
- Sponsor Address: 1699 VALENCIA ST., SAN FRANCISCO, CA, 94110
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 15 | $4.5M | $91,559 | $174,720 |
| 2023 | 16 | $3.6M | $79,594 | $155,896 |
| 2022 | 16 | $2.7M | $90,543 | $171,736 |