Plan Ledger DOL Form 5500 · updated monthly

Capstan, Inc.401(k)

CAPSTAN INCORPORATED TAX FAVORED SAVINGS & INVESTMENT PLAN · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Capstan, Inc. reported $3,325 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $451 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 3 years on file its reported administrative ratio has held roughly steady near 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,568th-largest of 9,483 plans among California employers on file, and 7,383rd of 13,661 in manufacturing. In 2024, employees put in $3.03 for every $1.00 the employer contributed; active participation has grown from 223 to 369 since 2022.

Plan summary
Net assets, end of year$14,017,845
Participants with balances141
Active participants369
Employer contributions$166,271
Employee contributions$503,692
Employer contribution per active participant$451
Average account balance$99,417
Benefits paid to participants$1,187,614
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 141 accts · $166K emplr
2023$13.2M · 130 accts · $177K emplr
2022$12.5M · 136 accts · $176K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,325
Total administrative$3,325
The Capstan, Inc. 401(k) match · 2024
Employer contribution per active participant$451
Median for plans this size$2,416
2024$451 per active participant
2023$657 per active participant
2022$787 per active participant

Capstan, Inc.'s 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,325

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$3,325 · 0.02%
2023$18,368 · 0.14%
2022$3,825 · 0.02%
Similar plansManufacturing · California
Navien, Inc. CA$14.1M · 0.03%
Avantus Aerospace, Inc. CA$14.1M · 0.71%
Therm-X of California, Inc. CA$14.0M · 0.91%
Maintex, Inc. CA$14.0M · 0.26%
Aethercomm, Inc. CA$13.9M · 0.13%
Den-Mat Holdings, LLC CA$13.9M · 0.27%
Natron Energy, Inc. CA$13.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330703225 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.