Sponsor portfolio
CAPSTONE ADVISORS, INC.
EIN 33-0746565real estateLatest filing 2024
Plans
1
Retirement
1
$4.1M assets
Welfare
0
Participants
24
1545 FARADAY AVENUE - CARLSBAD, CA 92008760-804-6900capstoneadvisors.comLinkedIn11-50 employeesreal estate
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 ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.1M | 24 | 2024 |
Retirement plans