Capstone On-campus Management, Llc 401(k) Plan: Login, Facts & Contact Information

Capstone On-campus Management, Llc 401(k) Plan Facts

Plan name
CAPSTONE ON-CAMPUS MANAGEMENT, LLC 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CAPSTONE ON-CAMPUS MANGEMENT, LLC
Participants
416 (297 active employees)
Former employees with a balance
145
Plan assets
$23,822,277 at Dec 31, 2024
Average account balance
$56,585 across 421 accounts
Employer contributions
$866,213 in plan year 2024 (34% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1997
✓ 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 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.54 million went into the plan in contributions, $866,213 of it from the employer (34%).
  • $2.00 million was paid out to participants.
  • Investment and other income added $2.31 million.
  • Administrative expenses were $123,378, about $293 per account.

How the Capstone On-campus Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019905$14.8 million$863,642$1.33 million
2020819$18.1 million$822,736$1.27 million
2021601$20.5 million$819,815$1.85 million
2022497$18.1 million$857,552$1.66 million
2023427$21.1 million$888,025$2.36 million
2024416$23.8 million$866,213$2.00 million

Capstone On-campus Management, Llc 401(k) Contact Information

Phone
205-414-6478
Mailing address
1500 URBAN CENTER DRIVE SUITE 400, VESTAVIA HILLS AL 35242
Plan sponsor
CAPSTONE ON-CAMPUS MANGEMENT, LLC
Employer identification number (EIN)
56-2440563
Plan number
001

Questions about the Capstone On-campus Management, Llc 401(k)

Does Capstone On-campus Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $866,213, 34% of all contributions.

Does the Capstone On-campus Management, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Capstone On-campus Management, Llc 401(k) plan?

416 participants at the start of plan year 2024, 297 of them active employees, and 145 former employees who still had money in the plan.

What is the average 401(k) balance at Capstone On-campus Management, Llc?

About $56,585 per account: $23.8 million in plan assets across 421 accounts with a balance at the end of plan year 2024.

Who manages the Capstone On-campus Management, Llc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Capstone On-campus Management, Llc. How do I access my 401(k)?

Your account stays with Empower 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.

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