# Cappstone, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cappstone-inc-401k-plan

> Cappstone, INC.'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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