Plan Ledger DOL Form 5500 · updated monthly

Capital Healthcare, PC401(k)

CAPITAL HEALTHCARE 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
1.33%

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

Capital Healthcare, PC reported $67,435 in plan administrative expenses for 2024: 1.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,896 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 1 year on file its reported administrative ratio rose from 1.24% to 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (1,744th of 2,266), and 7,385th of 11,911 in health care & social assistance. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,939,766
Participants with balances228
Active participants108
Employer contributions$528,765
Employee contributions$1,190,355
Employer contribution per active participant$4,896
Average account balance$26,052
Benefits paid to participants$676,084
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.9M · 228 accts · $529K emplr
2023$4.2M · 175 accts · $486K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,035
Audit (IQPA)$7,400
Total administrative$67,435
The Capital Healthcare, PC 401(k) match · 2024
Employer contribution per active participant$4,896
Median for plans this size$1,313
2024$4,896 per active participant
2023$4,336 per active participant

Capital Healthcare, PC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$40,751
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$19,319
TEMPLETON & CO. · Accounting / audit$7,400

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history2
2024$67,435 · 1.33%
2023$40,885 · 1.24%
Similar plansHealth Care & Social Assistance · Virginia
Barry Robinson Center VA$6.7M · 0.78%
Tri-Area Community Health VA$6.3M · 0.20%
Elk Hill Farm, Inc VA$5.7M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461591855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.