Plan Snapshot
- Plan Sponsor: Capstone Management, LLC (EIN 264146792)
- Plan Type: 401(k)
- Total Participants: 379
- Total Assets: $27.3M
- Sponsor State: FL
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 379 | $27.3M | $1.1M | $2.3M |
| 2023 | 342 | $22.2M | $855,801 | $2.0M |
| 2022 | 269 | $17.4M | $727,786 | $1.7M |
Service Providers
- WIPFLI, LLP — Accountant / Independent Qualified Public Accountant