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CAPSTONE WEALTH ADVISORS

EIN 46-0971736-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
6
2005 MADRONA AVE. SE - SALEM, OR 97302503-967-1980capstonewealthadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.7M - 6 part

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Retirement#001

THE CAPSTONE WEALTH ADVISORS, LLC RETIREMENT PLAN

401k

Assets$1.7M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CAPSTONE WEALTH ADVISORS, LLC RETIREMENT PLAN401k$1.7M62024
Retirement plans
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