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

> Capstone Management, LLC's 401(k) plan: 379 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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