Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPSTONE FEDERAL CREDIT UNION
EIN 95-6047522bankingLatest filing 2025
Plans
2
Retirement
2
$758K assets
Welfare
0
Participants
8
3 POLARIS WAY, SUITE 31B - ALISO VIEJO, CA 92656949-716-5754capstonefcu.coopLinkedIn1-10 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $758K assets / 8 participantsParticipants by plan
Active + retired + deferred vested
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 FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$399K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPSTONE FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$358K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPSTONE FEDERAL CREDIT UNION 401(K) PLAN | 401k | $399K | 4 | 2025 | |
| 002 | CAPSTONE FEDERAL CREDIT UNION 401(K) PLAN | 401k | $358K | 4 | 2024 |
Retirement plans