Filings through .
Capstone Real Estate Services, Inc.
EIN 74-2566803real estateLatest filing 2025
Plans
4
Retirement
1
$7.2M assets
Health & Benefits
3
$144K premiums
Participants
1,300
912 S. CAPITAL OF TEXAS HWY., SUITE 220 - AUSTIN, TX 78746512-646-6700capstonemanagement.comLinkedIn501-1000 employeesreal estate
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$7.2M
Participants329
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
CAPSTONE NON-OCCUPATIONAL DISABILITY PLAN
Fully insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$144K
Covered lives259
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
CAPSTONE EMPLOYEE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
CAPSTONE EMPLOYEE HEALTH & SAFETY PROGRAM
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CAPSTONE REAL ESTATE SERVICES, INC. RETIREMENT SAVINGS PLAN | 401(k) | $7.2M | 329 | 2025 |
- #001 · 401(k) · 2025329
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | CAPSTONE NON-OCCUPATIONAL DISABILITY PLAN | Fully insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $144K | 259 | 2025 |
| #501 | CAPSTONE EMPLOYEE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
| #502 | CAPSTONE EMPLOYEE HEALTH & SAFETY PROGRAM | Self-funded | - | $0 | 0 | 2025 |
- #503 · Fully insured · LIFE INSURANCE COMPANY OF NORTH AMERICA · 2025259
- #501 · Self-funded · 20250
- #502 · Self-funded · 20250
Retirement plans
Health & Benefits plans