# Capstone Real Estate Investments, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capstone-real-estate-investments-llc-401k-plan

> Capstone Real Estate Investments, LLC's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|

## 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|

| HORTON,LEE,BURNETT,PEACOCK,CLEVELAN|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|$270,890|—|$49,099|—|—|

| 2023|$398,788|—|$37,157|—|—|

| 2022|$12,753|$12,595|—|—|—|

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