Plan Ledger DOL Form 5500 · updated monthly

Cape Environmental Management401(k)

CAPE ENVIRONMENTAL MANAGEMENT INC RETIREMENT SALARY SAVINGS PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Cape Environmental Management reported $61,489 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $2,984 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 0.22% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 645th-largest of 2,160 plans among Georgia employers on file, and the 3,962nd of 11,654 in professional & technical services. In 2024, employees put in $3.31 for every $1.00 the employer contributed; active participation has grown from 122 to 137 since 2022.

Plan summary
Net assets, end of year$31,918,292
Participants with balances218
Active participants137
Employer contributions$408,771
Employee contributions$1,353,431
Employer contribution per active participant$2,984
Average account balance$146,414
Benefits paid to participants$1,691,038
Plan auditUnmodified (clean) audit opinion
AuditorGORFINE SCHILLER & GARDYN P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 218 accts · $409K emplr
2023$28.2M · 221 accts · $401K emplr
2022$24.7M · 227 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,315
Investment management$59,174
Total administrative$61,489
The Cape Environmental Management 401(k) match · 2024
Employer contribution per active participant$2,984
Median for plans this size$2,416
2024$2,984 per active participant
2023$3,134 per active participant
2022$2,545 per active participant

Cape Environmental Management'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 · 20242
GREENSPRING ADVISORS, LLC · Recordkeeping · Trustee$41,000
ADP, INC. · Loan processing · Recordkeeping$20,489

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

Recordkeeper by year2
2024ADP, GREENSPRING ADVISORS, LLC
2023ADP, GREENSPRING ADVISORS, LLC, Vanguard

This plan has changed recordkeepers within these filings. If you left Cape Environmental Management before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$61,489 · 0.20%
2023$67,953 · 0.26%
2022$60,337 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Georgia
Seatec Consulting Inc. GA$33.0M · 0.10%
Pyramid Consulting, Inc. GA$32.8M · 0.89%
Drew Eckl & Farnham LLP GA$32.7M · 0.11%
Ivision Scale, LLC GA$30.8M · 0.40%
Smith and Howard PC GA$30.2M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581639130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.