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CAPSTAN FINANCIAL CONSULTING GRO

EIN 27-2062140-financial services-Latest filing 2025
Plans
1
Retirement
1
$689K assets
Welfare
0
Participants
21
238 S. WASHINGTON BLVD - SARASOTA, FL 34236941-256-9300capstanfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$689K - 21 part

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Retirement#001

CAPSTAN 401(K) PLAN

401k

Assets$689K
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTAN 401(K) PLAN401k$689K212025
Retirement plans
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