Sponsor portfolio
THE FOLEY INSURANCE AGENCY, INC. DBA CAPSTONE INSURANCE GROUP, INC.
EIN 23-2557346insuranceLatest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
51
8 SPRINGHOUSE INNOVATION PK STE 202 - LOWER GWYNEDD, PA 19002215-542-8030LinkedIn1-10 employeesinsurance
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 GROUP 401(K) PLAN | 401k | $3.4M | 51 | 2025 |
Retirement plans