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| Company Name: | CAPSTONE RETIREMENT GROUP |
| Employer identification number (EIN): | 453590784 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2008-07-01 | ||||||
| Date last seen: 2025-08-31 | ||||||
| USA Location Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2007-01-01 | ||||||
| Date last seen: 2025-09-30 | ||||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2025-10-09 | |||||
| Date | Description |
|---|---|
| 2023-09-26 | 453590784 Change of name detected from CAPSTONE PRIVATE WEALTH, LLC to CAPSTONE RETIREMENT GROUP |
| 2023-09-26 | 453590784 Change of plan name detected from CAPSTONE PRIVATE WEALTH, LLC 401(K) PLAN to CAPSTONE RETIREMENT GROUP 401(K) PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | CAPSTONE RETIREMENT GROUP 401(K) PLAN | 2016-01-01 | 2012-01-01 |
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