Plan Ledger DOL Form 5500 · updated monthly

Capin Crouse LLP401(k)

CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Capin Crouse LLP reported $41,604 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $3,367 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 0.31% to 0.18%. 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 469th-largest of 1,562 plans among Indiana employers on file, and the 4,597th of 11,654 in professional & technical services. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has grown from 182 to 216 since 2022.

Plan summary
Net assets, end of year$26,168,279
Participants with balances290
Active participants216
Employer contributions$727,182
Employee contributions$1,492,448
Employer contribution per active participant$3,367
Average account balance$90,235
Benefits paid to participants$749,550
Plan auditUnmodified (clean) audit opinion
AuditorNOVOTNY CPA GROUP, PLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 290 accts · $727K emplr
2023$21.2M · 262 accts · $613K emplr
2022$16.6M · 246 accts · $522K emplr
The Capin Crouse LLP 401(k) match · 2024
Employer contribution per active participant$3,367
Median for plans this size$2,416
2024$3,367 per active participant
2023$3,210 per active participant
2022$2,870 per active participant

Capin Crouse LLP'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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$3,878
KDP RETIREMENT PLAN SERVICES · Contract administrator$1,000

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$41,604 · 0.18%
2023$59,104 · 0.31%
2022$56,937 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Indiana
Project Associates, Inc. IN$30.9M · 0.12%
Highpoint Digital, Inc. IN$30.3M · 0.34%
Walker Information, Inc. IN$30.1M · 0.15%
Lhp, Inc IN$26.3M · 0.06%
Schmidt Associates Inc. IN$26.2M · 0.39%
Servant HR, Inc. IN$25.0M · 0.91%
Tri Star Engineering Inc. IN$22.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363990892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.