Sponsor portfolio
CAPSTONE FINANCIAL ADVISORS
EIN 20-2121873financial servicesLatest filing 2025
Plans
1
Retirement
1
$653K assets
Welfare
0
Participants
3
904 BOMBAY LANE - ROSWELL, GA 30076678-323-2405capsronekplans.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE FINANCIAL ADVISORS 401(K) PLAN | 401k | $653K | 3 | 2025 |
Retirement plans