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  2. Capstone Wealth Management, Inc.

Filings through Oct 24, 2026.

Capstone Wealth Management, Inc.

EIN 20-4603987-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Health & Benefits
0
Participants
7
1731 POLY DRIVE - BILLINGS, MT 59102406-325-1500
Plans on this EIN
1 filing
#001401(k)-$2.3M - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

401(k)

Assets$2.3M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN401(k)$2.3M72025
  • CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN$2.3M
    #001 · 401(k) · 20257
Retirement plans
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