Plan Ledger DOL Form 5500 · updated monthly

Cap Services, Inc.401(k)

CAP SERVICES, INC. 401(K) PLAN · STEVENS POINT, WI · plan year 2024

Reported admin expense ratio · 2024
0.69%

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

Cap Services, Inc. reported $56,600 in plan administrative expenses for 2024: 0.69% of average plan assets, above the peer median. Employer contributions averaged $1,484 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 3 years on file its reported administrative ratio has held roughly steady near 0.69%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,364th of 1,936), and 6,150th of 11,911 in health care & social assistance. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,726,562
Participants with balances230
Active participants231
Employer contributions$342,852
Employee contributions$497,699
Employer contribution per active participant$1,484
Average account balance$37,942
Benefits paid to participants$730,963
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 230 accts · $343K emplr
2023$7.6M · 231 accts · $343K emplr
2022$5.9M · 226 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,107
Investment management$23,493
Total administrative$56,600
The Cap Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,484
Median for plans this size$1,313
2024$1,484 per active participant
2023$1,553 per active participant
2022$1,596 per active participant

Cap Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$23,493

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$56,600 · 0.69%
2023$46,181 · 0.69%
2022$46,414 · 0.72%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Saelens Corporation WI$8.9M · 0.67%
Mj Care, Inc. WI$8.7M · 0.06%
Advocap, Inc. WI$8.7M · 0.45%
Clinicare Corporation WI$8.5M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391080897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.