Plan Ledger DOL Form 5500 · updated monthly

Capps LLC401(k)

CAPPS LLC 401(K) PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Capps LLC reported $6,524 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $414 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 fell from 0.17% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,480th of 1,936), and 9,046th of 11,654 in professional & technical services. In 2024, employees put in $7.60 for every $1.00 the employer contributed; active participation has shrunk from 198 to 170 since 2022.

Plan summary
Net assets, end of year$6,991,066
Participants with balances250
Active participants170
Employer contributions$70,359
Employee contributions$534,754
Employer contribution per active participant$414
Average account balance$27,964
Benefits paid to participants$1,155,816
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 250 accts · $70K emplr
2023$6.5M · 301 accts · $75K emplr
2022$5.4M · 299 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,949
Investment management$2,575
Total administrative$6,524
The Capps LLC 401(k) match · 2024
Employer contribution per active participant$414
Median for plans this size$1,313
2024$414 per active participant
2023$405 per active participant
2022$539 per active participant

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

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$3,949

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$6,524 · 0.10%
2023$9,849 · 0.17%
2022$9,400 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Wisconsin
Codeworks, L.L.C WI$8.7M · 0.60%
Kmsjr, Inc. WI$7.7M · 0.83%
The Infosoft Group LLC WI$6.8M · 0.42%
Tribute Technology US LLC WI$6.7M · 0.63%
Harter's Quick Clean-Up WI$6.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391271964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.