Plan Ledger DOL Form 5500 · updated monthly

Capital Candy, Inc.401(k)

CAPITAL CANDY 401(K) PLAN · BARRE, VT · plan year 2022

Reported admin expense ratio · 2022
0.34%

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

Capital Candy, Inc. reported $19,675 in plan administrative expenses for 2022: 0.34% of average plan assets, below the peer median. Employer contributions averaged $611 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 wholesale trade employers. By assets it is among the smaller plans on file in Vermont (182nd of 230), and 3,581st of 4,246 in wholesale trade. In 2022, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,401,417
Participants with balances43
Active participants164
Employer contributions$100,215
Employee contributions$187,059
Employer contribution per active participant$611
Average account balance$125,614
Benefits paid to participants$199,518
Plan auditUnmodified (clean) audit opinion
AuditorBILODEAU WELLS AND CO., P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,860
Investment management$1,263
Professional / advisory$12,552
Total administrative$19,675
The Capital Candy, Inc. 401(k) match · 2022
Employer contribution per active participant$611
Median for plans this size$1,114

Capital Candy, Inc.'s 2022 employer contribution ran below 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 history1
2022$19,675 · 0.34%
Similar plansWholesale Trade · Vermont
S.B. Collins, Inc. VT$9.7M · 0.87%
E Block, Corp. VT$5.8M · 1.14%
Gordini USA, Inc. VT$3.5M · 0.04%
Sac Incorporated VT$1.4M · 0.61%
Kaytec Inc. VT$7K · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030175096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.