Plan Snapshot
- Plan Sponsor: Capstone Real Estate Investments, LLC
- Sponsor EIN: 800762981
- Sponsor Address: 402 OFFICE PARK DRIVE, SUITE 150, BIRMINGHAM, AL, 352232440
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 101
- Total Assets: $7.5M
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 | 101 | $7.5M | $307,181 | $495,159 |
| 2023 | 124 | $6.1M | $277,315 | $447,566 |
| 2022 | 106 | $4.7M | $258,809 | $385,606 |