# Capstone Concepts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capstone-concepts-llc-401k-plan

> Capstone Concepts, LLC's 401(k) plan: 159 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capstone Concepts, LLC

- **Sponsor EIN:** 454370368

- **Sponsor Address:** 6486 KINGSTON PIKE, KNOXVILLE, TN, 379196355

- **Plan Type:** 401(k)

- **Total Participants:** 159

- **Total Assets:** $881,033

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|159|$881,033|$0|$191,679|

| 2023|150|$703,416|$0|$174,880|

| 2022|139|$506,902|$0|$152,665|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PYA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$3,481|—|$3,481|—|—|

| 2023|$3,226|—|$3,226|—|—|

| 2022|$3,253|—|$3,253|—|—|

## Similar Plans

- [Ricks Barbecue, INC.](https://planprovider.pro/companies/ricks-barbecue-inc-plan) — 81 participants

- [Threebmr Holdings, INC.](https://planprovider.pro/companies/threebmr-holdings-inc-401k-plan) — 49 participants

- [Raasmm INC.](https://planprovider.pro/companies/raasmm-inc-401k-plan) — 43 participants

- [Terry Family Restaurants Corp.](https://planprovider.pro/companies/terry-family-restaurants-corp-401k-plan) — 25 participants

- [Mcworth Management Company](https://planprovider.pro/companies/mcworth-management-company-401k-plan) — 24 participants

- [Ibear Incorporated](https://planprovider.pro/companies/ibear-incorporated-plan) — 18 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capstone-concepts-llc-401k-plan)

© 2026 PlanProvider.Pro