Plan Snapshot
- Plan Sponsor: Capstone Real Estate Group, INC.
- Sponsor EIN: 272509307
- Sponsor Address: 730 COOL SPRINGS BLVD., FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $1.9M
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 | 7 | $1.9M | $22,838 | $71,856 |
| 2023 | 4 | $1.7M | $19,961 | $90,479 |
| 2022 | 4 | $1.5M | $18,948 | $92,161 |