Plan Ledger DOL Form 5500 · updated monthly

Capital Talent Partners Inc401(k)

CAPITAL TALENT PARTNERS INC 401(K) PROFIT SHARING PLAN & TRUST · CHARLOTTE, NC · plan year 2022

Reported admin expense ratio · 2022
2.06%

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

Capital Talent Partners Inc reported $2,683 in plan administrative expenses for 2022: 2.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,988th of 2,005), and 11,559th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$156,659
Participants with balances52
Active participants415
Employer contributions$0
Employee contributions$102,816
Employer contribution per active participant$0
Average account balance$3,013
Benefits paid to participants$29,371
Plan auditUnmodified (clean) audit opinion
AuditorPARSONS CPA, PLLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,191
Investment management$492
Total administrative$2,683
The Capital Talent Partners Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Capital Talent Partners Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,683 · 2.06%
Similar plansProfessional & Technical Services · North Carolina
Isolved Peo, LLC NC$688K · 0.70%
B2SIGN Inc. CA$163K · 3.51%
The Homeaides LLC CT$160K · 2.64%
Pro-Tek Consulting CA$159K · 1.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462062000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.