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CAPSTONE FINANCIAL GROUP, INC.

EIN 46-1764581-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Welfare
0
Participants
4
PO BOX 625 - SAN CLEMENTE, CA 92674949-829-7484capstonefinancial.netLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$1.5M - 4 part

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Retirement#002

CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.5M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CAPSTONE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN401k$1.5M42025
Retirement plans
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