Plan Ledger DOL Form 5500 · updated monthly

Capp, Inc401(k)

CAPP, INC. PROFIT SHARING 401(K) PLAN · CLIFTON HEIGHTS, PA · plan year 2023

Reported admin expense ratio · 2023
0.37%

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

Capp, Inc reported $32,375 in plan administrative expenses for 2023: 0.37% of average plan assets, below the peer median. Employer contributions averaged $2,090 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 has held roughly steady near 0.37%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,418th of 3,651), and 3,083rd of 4,246 in wholesale trade. In 2023, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,849,225
Participants with balances117
Active participants92
Employer contributions$192,310
Employee contributions$340,380
Employer contribution per active participant$2,090
Average account balance$75,634
Benefits paid to participants$1,810,210
Plan auditUnmodified (clean) audit opinion
AuditorBDG CPA'S
Plan history2
Yearassets · accounts · employer contribution
2023$8.8M · 117 accts · $192K emplr
2022$8.7M · 103 accts · $145K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,984
Investment management$20,391
Total administrative$32,375
The Capp, Inc 401(k) match · 2023
Employer contribution per active participant$2,090
Median for plans this size$1,308
2023$2,090 per active participant
2022$1,751 per active participant

Capp, Inc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$11,984
WEALTH ADVISORY GROUP, INC · Investment advisory (plan)$20,391

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

Administrative cost history2
2023$32,375 · 0.37%
2022$33,865 · 0.36%
Similar plansWholesale Trade · Pennsylvania
Genus Lifesciences Inc. PA$9.2M · 0.06%
Illuminations Inc PA$8.5M · 1.29%
R.J. Walker Co., Inc PA$8.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231412101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.