Capstone Logistics 401(k) match, vesting and fees
What Capstone Logistics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 267 defined-contribution plans in transportation and warehousing with 1,000 to 4,999 participants.
| Capstone Logistics: employer contribution per participant | $1,705 | |
| Peer median | $1,880 |
| Capstone Logistics: average balance | $25,707 | |
| Peer median | $51,904 |
| Capstone Logistics: admin expenses ÷ assets | 0.93% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.5M at the end of plan year 2021 to $50.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,992 | $50.3M | $3.3M | $1,705 | 0.93% | Not published | Form 5500 ↗ |
| 2023 | 12,330 | $41.5M | $3M | $1,444 | 0.98% | Not published | Form 5500 ↗ |
| 2022 | 13,018 | $31.1M | $1.8M | $974 | 1.15% | Not published | Form 5500 ↗ |
| 2021 | 12,141 | $27.5M | $1.4M | $859 | 0.63% | Not published | Form 5500 ↗ |
Common questions
Does Capstone Logistics match 401(k) contributions?
The match terms for the Capstone 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.3M in employer contributions, about $1,705 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capstone Logistics 401(k) match vested?
The vesting schedule for the Capstone 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capstone Logistics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Capstone Logistics, LLC.
I left Capstone Logistics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capstone Logistics, LLC, (470) 359-7071) or the recordkeeper, Transamerica Retirement Solutions. The Capstone Logistics old 401(k) page lists the contacts from every plan filing. Find an old Capstone Logistics 401(k)
Data from the public Form 5500 annual reports Capstone Logistics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Capstone Logistics. Not financial advice. Report a correction · Methodology