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Sponsor portfolio

CAPSTONE MECHANICAL, LLC

EIN 80-0705928-facilities services-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Welfare
1
$200K premiums
Participants
381
755 BANFIELD ROAD, UNIT 102 - PORTSMOUTH, NH 03801603-319-8389cstonemechanical.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
3 filings
#001401k-$9.8M - 126 part#002CashBalance-$3.6M - 128 part#501Mixed-$200K - 277 lives

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 254 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#001)73%
  • CASH BALANCE PENSION (#002)27%
Total $13.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)128
  • PROFIT SHARING PLAN (#001)126
Total 254Click row to drill in

Benefits portfolio analytics

1 plan / $200K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$200K
  • Vision$200K
  • Life$200K
  • Short-term disability$200K
  • Long-term disability$200K
  • Other$200K
Total $200K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $200K1 slice

Broker market share

Schedule A broker compensation

Split broker
61%top
  • CROSS INSURANCE61%
  • COMBINED SERVICES LLC34%
  • CROSS BENEFIT SOLUTIONS5%
Total $24K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CAPSTONE MECHANICAL 401(K) PROFIT SHARING PLAN

401k

Assets$9.8M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAPSTONE MECHANICAL, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$3.6M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPSTONE HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$200K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CAPSTONE MECHANICAL 401(K) PROFIT SHARING PLAN401k$9.8M1262024
002CAPSTONE MECHANICAL, LLC CASH BALANCE PENSION PLANCashBalance$3.6M1282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPSTONE HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$200K2772025
Retirement plans
Welfare plans
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