Plan Ledger DOL Form 5500 · updated monthly

C.A.P.S. Inc.401(k)

C. A. P. S. INC. PROFIT SHARING PLAN · BRIDGETON, MO · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

C.A.P.S. Inc. reported $11,998 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,750 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.13% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 530th-largest of 1,393 plans among Missouri employers on file, and the 5,241st of 13,661 in manufacturing. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,127,032
Participants with balances130
Active participants143
Employer contributions$393,246
Employee contributions$963,530
Employer contribution per active participant$2,750
Average account balance$185,593
Benefits paid to participants$1,119,616
Plan auditUnmodified (clean) audit opinion
AuditorANDERS CPAS AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$24.1M · 130 accts · $393K emplr
2023$21.3M · 126 accts · $350K emplr
2022$18.0M · 128 accts · $316K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,726
Investment management$5,272
Total administrative$11,998
The C.A.P.S. Inc. 401(k) match · 2024
Employer contribution per active participant$2,750
Median for plans this size$2,416
2024$2,750 per active participant
2023$2,692 per active participant
2022$2,291 per active participant

C.A.P.S. Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$6,726
MONETA GROUP LLC · Investment advisory (plan)$5,272

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$11,998 · 0.05%
2023$21,373 · 0.11%
2022$25,252 · 0.13%
Same employer
Similar plansManufacturing · Missouri
Burd & Fletcher Company MO$25.2M · 0.38%
Centurion Investments, Inc. MO$24.5M · 0.37%
Duvel Moortgat USA, LTD MO$24.3M · 0.27%
Koller Enterprises, Inc. MO$23.6M · 0.35%
Detroit Tool Metal Products MO$23.2M · 0.11%
Weissman Designs for Dance MO$23.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431243682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.