Capstone Mechanical, Llc 401(k) Plan: Login, Facts & Contact Information

Capstone Mechanical, Llc 401(k) Plan Facts

Plan name
CAPSTONE MECHANICAL, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAPSTONE MECHANICAL, LLC
Participants
261 (194 active employees)
Former employees with a balance
19
Plan assets
$4,634,982 at Dec 31, 2024
Average account balance
$36,496 across 127 accounts
Employer contributions
$277,981 in plan year 2024 (38% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $728,919 went into the plan in contributions, $277,981 of it from the employer (38%).
  • $975,526 was paid out to participants.
  • Investment and other income added $650,654.
  • Administrative expenses were $62,442, about $492 per account.

How the Capstone Mechanical, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019128$2.09 million$115,213$119,225
2020149$2.76 million$153,475$158,925
2021165$3.99 million$159,749$193,126
2022179$3.42 million$173,414$323,230
2023232$4.35 million$219,145$474,219
2024261$4.63 million$277,981$975,526

Capstone Mechanical, Llc 401(k) Contact Information

Phone
254-399-8090
Mailing address
7100 IMPERIAL DRIVE, WACO TX 76712
Plan sponsor
CAPSTONE MECHANICAL, LLC
Employer identification number (EIN)
20-2784200
Plan number
001

Questions about the Capstone Mechanical, Llc 401(k)

Does Capstone Mechanical, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $277,981, 38% of all contributions.

Does the Capstone Mechanical, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Capstone Mechanical, Llc 401(k) plan?

261 participants at the start of plan year 2024, 194 of them active employees, and 19 former employees who still had money in the plan.

What is the average 401(k) balance at Capstone Mechanical, Llc?

About $36,496 per account: $4.63 million in plan assets across 127 accounts with a balance at the end of plan year 2024.

Who manages the Capstone Mechanical, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Capstone Mechanical, Llc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 101 PARAMOUNT DRIVE SUITE160, SARASOTA, FL, 34232
Headquarter: 900 S DEPOT DR, OGDEN, UT, 844041300
Headquarter: 1915 REXFORD ROAD, CHARLOTTE, NC, 28211
Headquarter: 8283 GREENSBORO DRIVE, MCLEAN, VA, 221023830
Headquarter: 30 IVAN ALLEN JR BLVD NW BIN SC1002, ATLANTA, GA, 30308