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CAPSTONE WEALTH PARTNERS, LTD.

EIN 27-1377975-investment management-Latest filing 2025
Plans
1
Retirement
1
$211K assets
Welfare
0
Participants
4
6037 FRANTZ ROAD, #104 - DUBLIN, OH 43017614-754-7805capstonewealthpartners.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$211K - 4 part

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Retirement#001

CAPSTONE WEALTH PARTNERS 401(K) PLAN

401k

Assets$211K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE WEALTH PARTNERS 401(K) PLAN401k$211K42025
Retirement plans
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