Plan Ledger DOL Form 5500 · updated monthly

Capp Management LLC401(k)

CAPP PROFIT SHARING 401(K) PLAN · CLIFTON HEIGHTS, PA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Capp Management LLC reported $42,156 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $2,284 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,632nd of 3,651), and 3,342nd of 4,246 in wholesale trade. In 2024, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,104,792
Participants with balances94
Active participants80
Employer contributions$182,689
Employee contributions$360,734
Employer contribution per active participant$2,284
Average account balance$75,583
Benefits paid to participants$3,576,579
Plan auditUnmodified (clean) audit opinion
AuditorBDG CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,647
Investment management$26,509
Total administrative$42,156
The Capp Management LLC 401(k) match · 2024
Employer contribution per active participant$2,284
Median for plans this size$1,313

Capp Management LLC's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$15,647
WEALTH ADVISORY GROUP, INC · Investment advisory (plan)$26,509

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

Administrative cost history1
2024$42,156 · 0.53%
Similar plansWholesale Trade · Pennsylvania
Jerome H. Rhoads, Inc. PA$7.5M · 0.13%
Martin Oil Company PA$6.7M · 0.03%
Colours, Inc. PA$6.1M · 0.81%
Direct Wire & Cable Inc. PA$5.9M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934326448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.