Plan Ledger DOL Form 5500 · updated monthly

Cape Henry Associates, Inc.401(k)

CAPE HENRY ASSOCIATES, INC. 401(K) PLAN · VIRGINIA BEACH, VA · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Cape Henry Associates, Inc. reported $15,890 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $1,233 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,773rd of 2,266), and 9,543rd of 11,654 in professional & technical services. In 2022, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,626,612
Participants with balances106
Active participants122
Employer contributions$150,434
Employee contributions$396,233
Employer contribution per active participant$1,233
Average account balance$53,081
Benefits paid to participants$634,692
Plan auditUnmodified (clean) audit opinion
AuditorBDO USA, P.A.
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $53K emplr
2022$5.6M · 106 accts · $150K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,402
Investment management$14,488
Total administrative$15,890
The Cape Henry Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$1,233
Median for plans this size$1,114

Cape Henry Associates, Inc.'s 2022 employer contribution ran above the $1,114 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 history2
2023Not separately reported
2022$15,890 · 0.26%
Similar plansProfessional & Technical Services · Virginia
The Lukens Company VA$5.8M · 0.44%
Prime Response, Inc. VA$5.8M · 0.06%
Saliense Consulting, LLC VA$5.8M · 0.06%
Fitt Scientific, LLC VA$5.5M · 1.53%
Logistics Systems, Inc. VA$5.5M · 0.74%
Ces Consulting, LLC VA$5.5M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200743698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.