Plan Ledger DOL Form 5500 · updated monthly

Capella Space Corp401(k)

CAPELLA SPACE 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Capella Space Corp reported $7,217 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.08% to 0.07%. 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 among the smaller plans on file in California (4,992nd of 9,483), and 7,418th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$11,912,256
Participants with balances227
Active participants195
Employer contributions$0
Employee contributions$2,551,975
Employer contribution per active participant$0
Average account balance$52,477
Benefits paid to participants$1,352,299
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 227 accts
2023$8.3M · 222 accts
2022$5.6M · 233 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,217
Total administrative$7,217
The Capella Space Corp 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Capella Space Corp'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,533

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$7,217 · 0.07%
2023$7,574 · 0.11%
2022$3,883 · 0.08%
Same employer
Similar plansProfessional & Technical Services · California
Ars Pharmaceutical Inc CA$11.9M · 0.04%
Singleton Schreiber, LLP CA$11.9M · 0.52%
Alkahest, Inc. CA$11.9M · 0.06%
Dermtech, Inc. CA$11.8M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 812571277 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.