Capstone Private Wealth LLC Dba Cap
Falls Church, VA
Capstone Private Wealth LLC Dba Cap of Falls Church, VA is the broker of record on 1 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,249 in reported broker commissions (plan year 2024).
Quick answer
Capstone Private Wealth LLC Dba Cap (Falls Church, VA) is the broker of record for 1 employer benefit plan sponsor on 1 Form 5500 Schedule A filing, plan year 2024.
- How many employer clients does Capstone Private Wealth LLC Dba Cap have?
- Capstone Private Wealth LLC Dba Cap is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Capstone Private Wealth LLC Dba Cap's largest employer clients?
- By plan participants, the largest include Phoenix Steel Erectors, Inc. (87 participants).
- How much does Capstone Private Wealth LLC Dba Cap earn in commissions?
- Insurers reported $1,249 in broker commissions paid to Capstone Private Wealth LLC Dba Cap for plan year 2024, per Schedule A Part 1.
- Where is Capstone Private Wealth LLC Dba Cap located?
- Capstone Private Wealth LLC Dba Cap is based in Falls Church, VA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Capstone Private Wealth LLC Dba Cap on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Phoenix Steel Erectors, Inc. | VA | 87 | 2025-11-30 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.