Plan Ledger DOL Form 5500 · updated monthly

Caipa Mso LLC401(k)

CAIPA MSO LLC 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Caipa Mso LLC reported $59,952 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $4,802 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 rose from 0.59% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,449th of 5,648), and 7,626th of 11,654 in professional & technical services. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 127 to 141 since 2022.

Plan summary
Net assets, end of year$11,205,920
Participants with balances138
Active participants141
Employer contributions$677,056
Employee contributions$1,311,717
Employer contribution per active participant$4,802
Average account balance$81,202
Benefits paid to participants$165,217
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 138 accts · $677K emplr
2023$8.1M · 119 accts · $615K emplr
2022$5.7M · 119 accts · $531K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,290
Investment management$13,332
Total administrative$59,952
The Caipa Mso LLC 401(k) match · 2024
Employer contribution per active participant$4,802
Median for plans this size$1,313
2024$4,802 per active participant
2023$4,586 per active participant
2022$4,183 per active participant

Caipa Mso LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$33,289
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$26,663

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

Administrative cost history3
2024$59,952 · 0.62%
2023$40,601 · 0.59%
2022$32,543 · 0.59%
Same employer
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Shop Architects, Inc NY$11.5M · 0.37%
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Kaltura, Inc NY$11.4M · 0.10%
Ic Consult US Corp NY$11.2M · 0.58%
Billups, LLC NY$11.1M · 0.06%
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ARLOZOROV9, Inc. NY$10.7M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825391983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.