Plan Ledger DOL Form 5500 · updated monthly

Cape Fox Shared Services401(k)

CAPE FOX SHARED SERVICES 401K PLAN · MANASSAS, VA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Cape Fox Shared Services reported $165,526 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,183 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 has held roughly steady near 0.45%. 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 614th-largest of 2,266 plans among Virginia employers on file, and the 3,462nd of 11,654 in professional & technical services. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,778,909
Participants with balances866
Active participants1,449
Employer contributions$1,714,886
Employee contributions$3,074,317
Employer contribution per active participant$1,183
Average account balance$43,625
Benefits paid to participants$7,407,465
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$37.8M · 866 accts · $1.7M emplr
2023$35.0M · 843 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,692
Investment management$14,384
Total administrative$165,526
The Cape Fox Shared Services 401(k) match · 2024
Employer contribution per active participant$1,183
Median for plans this size$2,416
2024$1,183 per active participant
2023$1,466 per active participant

Cape Fox Shared Services's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$14,241
GALLAGHER BENEFIT SERVICES INCindirect comp

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

Administrative cost history2
2024$165,526 · 0.45%
2023$147,839 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Virginia
Axiologic Solutions, LLC VA$39.1M · 0.31%
Expel, Inc. VA$38.9M · 0.68%
Perfect Sense Inc. VA$38.5M · 0.21%
C2 Technologies, Inc. VA$37.7M · 0.27%
Aeyon LLC VA$37.7M · 0.28%
Intellidyne, LLC VA$37.5M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271289495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.