Plan Ledger DOL Form 5500 · updated monthly

Caps Visual Communications, LLC401(k)

CAPS VISUAL COMMUNICATIONS, LLC 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Caps Visual Communications, LLC reported $21,467 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,364 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 rose from 0.03% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Illinois (1,963rd of 3,702), and the 502nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.80 for every $1.00 the employer contributed; active participation has shrunk from 84 to 69 since 2022.

Plan summary
Net assets, end of year$15,527,478
Participants with balances94
Active participants69
Employer contributions$94,113
Employee contributions$358,007
Employer contribution per active participant$1,364
Average account balance$165,186
Benefits paid to participants$1,916,749
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.5M · 94 accts · $94K emplr
2023$14.9M · 100 accts · $95K emplr
2022$14.0M · 104 accts · $93K emplr
The Caps Visual Communications, LLC 401(k) match · 2024
Employer contribution per active participant$1,364
Median for plans this size$2,416
2024$1,364 per active participant
2023$1,143 per active participant
2022$1,105 per active participant

Caps Visual Communications, LLC's 2024 employer contribution ran below the $2,416 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$13,310
PLANTE & MORAN · Accounting / audit$8,157

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,467 · 0.14%
2023$2,182 · 0.02%
2022$4,679 · 0.03%
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Intersport Inc IL$18.1M · 0.32%
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Source: U.S. Department of Labor, Form 5500 series, EIN 271498598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.