Plan Ledger DOL Form 5500 · updated monthly

Capital Impact Partners401(k)

CAPITAL IMPACT PARTNERS 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Capital Impact Partners reported $39,141 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,437 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 0.056% to 0.061%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 378th-largest of 2,266 plans among Virginia employers on file, and the 1,302nd of 4,798 in finance & insurance. In 2024, the employer put in $1.17 for every $1.00 employees contributed themselves; active participation has grown from 140 to 328 since 2022.

Plan summary
Net assets, end of year$69,876,445
Participants with balances420
Active participants328
Employer contributions$3,751,231
Employee contributions$3,216,896
Employer contribution per active participant$11,437
Average account balance$166,372
Benefits paid to participants$5,411,171
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$69.9M · 420 accts · $3.8M emplr
2023$58.6M · 386 accts · $3.5M emplr
2022$27.8M · 187 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,741
Total administrative$39,141
The Capital Impact Partners 401(k) match · 2024
Employer contribution per active participant$11,437
Median for plans this size$3,635
2024$11,437 per active participant
2023$10,862 per active participant
2022$9,651 per active participant

Capital Impact Partners's 2024 employer contribution ran above the $3,635 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 · 20241

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$39,141 · 0.06%
2023$24,252 · 0.06%
2022Not separately reported
Same employer
Similar plansFinance & Insurance · Virginia
Pra Group, Inc. VA$118.4M · 0.28%
Virginia Credit Union, Inc. VA$108.9M · 0.08%
Intrafi Network LLC VA$78.3M · 0.21%
Kinsale Management, Inc. VA$69.5M · 0.01%
Citizens and Farmers Bank VA$68.5M · 0.57%
Strategic Alpha Inc. VA$68.1M · 0.01%
Burke & Herbert Bank VA$67.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521290127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.