Plan Ledger DOL Form 5500 · updated monthly

Cape Fox Shared Services401(k)

CAPE FOX SHARED SERVICES 401(K) PLAN · MANASSAS, VA · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Cape Fox Shared Services reported $148,881 in plan administrative expenses for 2022: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,901 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 775th-largest of 2,266 plans among Virginia employers on file, and the 4,382nd of 11,654 in professional & technical services. In 2022, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,092,496
Participants with balances844
Active participants1,182
Employer contributions$2,247,356
Employee contributions$3,670,607
Employer contribution per active participant$1,901
Average account balance$33,285
Benefits paid to participants$3,663,444
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH & BROWN, PC
The Cape Fox Shared Services 401(k) match · 2022
Employer contribution per active participant$1,901
Median for plans this size$2,266

Cape Fox Shared Services's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$148,881 · 0.51%
Similar plansProfessional & Technical Services · Virginia
Next Tier Concepts, Inc. VA$29.2M · 0.37%
Higher Logic, LLC VA$29.1M · 0.47%
Millennium Corporation VA$28.3M · 0.48%
Ntiva, Inc. VA$28.3M · 0.35%
Logos Technologies LLC VA$28.1M · 0.00%
Thompson & Litton, Inc. VA$27.7M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201852516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.