Capstone Logistics 401(k) plan

Capstone Logistics, LLC, Peachtree Corners, GA. EIN 45-3087555. Annual reports 2009–2024. Also filed as LMS Intellibound, Inc; Capstone Logistics.

Capstone Logistics, LLC has one active retirement plan on file, the Capstone 401(k) Plan, with 11,992 participants and $50.3 million in assets in 2024. Transamerica has been its recordkeeper since 2019. No traditional pension plan appears in Capstone Logistics's filings since 2009.

Active plans: 1
Participants: 11,992
Plan assets: $50.3 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Transportation and warehousing

The plan

Capstone 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 45-3087555
Participants (2024): 11,992
Net assets (2024): $50.3 million
Recordkeeper: TransamericaEarlier: ADP (2009–2018)
Plan administrator: Capstone Logistics, LLC
30 Technology Parkway South, Ste 200
Peachtree Corners, GA 30092
(470) 359-7071As filed for 2024
In effect since: January 1, 2006

Plans merged into this one: Progressive Logistics 401(k) Plan (2013); Pinnacle 401(k) Retirement Plan (2016).

Earlier sponsor: LMS Intellibound, Inc (2009–2013).

Earlier plan names: LMS Intellibound, Inc 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,992	$50.3 million	Transamerica
2023	12,330	$41.5 million	Transamerica
2022	13,018	$31.1 million	Transamerica
2021	12,141	$27.5 million	Transamerica
2020	10,247	$21.7 million	Transamerica
2019	9,101	$17.8 million	Transamerica
2018	9,653	$14.6 million	ADP
2017	7,266	$14.3 million	ADP
2016	8,014	$11.9 million	ADP
2015	4,968	$7.6 million	ADP
2014	4,963	$7.6 million	ADP
2013	0	$0	not listed
2012	1,465	$134,164	ADP
2011	1,403	$87,246	ADP
2010	978	$92,085	ADP
2009	1,673	$76,184	ADP

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Capstone 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((470) 359-7071). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Capstone 401(k) Plan

If you had money in one of these plans

What these numbers are

Other transportation and warehousing employers in GA