Plan Ledger DOL Form 5500 · updated monthly

Capital City Fruit, Inc.401(k)

CAPITAL CITY FRUIT EMPLOYER PROFIT SHARING PLAN · NORWALK, IA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Capital City Fruit, Inc. reported $47,628 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,187 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 rose from 0.33% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Iowa (507th of 878), and 2,454th of 4,246 in wholesale trade. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,111,876
Participants with balances177
Active participants145
Employer contributions$172,115
Employee contributions$536,556
Employer contribution per active participant$1,187
Average account balance$79,728
Benefits paid to participants$563,608
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 177 accts · $172K emplr
2023$12.8M · 170 accts · $181K emplr
2022$10.4M · 143 accts · $202K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,142
Investment management$25,486
Total administrative$47,628
The Capital City Fruit, Inc. 401(k) match · 2024
Employer contribution per active participant$1,187
Median for plans this size$2,416
2024$1,187 per active participant
2023$1,255 per active participant
2022$1,520 per active participant

Capital City Fruit, Inc.'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 · 20242
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$25,486
ADP, INC. · Loan processing · Recordkeeping$22,142

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,628 · 0.35%
2023$39,443 · 0.34%
2022$35,838 · 0.33%
Similar plansWholesale Trade · Iowa
Ccb Packaging, Inc. IA$15.9M · 0.66%
Arona Corporation IA$14.9M · 0.38%
Mahaska Bottling Company IA$14.5M · 0.31%
S.J. Smith Co., Inc. IA$13.8M · 0.43%
Bancroft Implement, Inc. IA$13.8M · 0.36%
Sadler Power Train, Inc. IA$13.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420981294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.