Plan Ledger DOL Form 5500 · updated monthly

Capstone Concepts, LLC401(k)

CAPSTONE CONCEPTS 401(K) PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.44%

Capstone Concepts, LLC reported $3,481 in plan administrative expenses for 2024: 0.44% of average plan assets, lower than ~75% of peers. 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 0.64% to 0.44%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Tennessee (1,416th of 1,496), and 1,762nd of 2,240 in accommodation & food services. active participation has grown from 139 to 159 since 2022.

Plan summary
Net assets, end of year$881,033
Participants with balances156
Active participants159
Employer contributions—
Employee contributions$191,679
Employer contribution per active participant—
Average account balance$5,648
Benefits paid to participants$116,329
Plan auditUnmodified (clean) audit opinion
AuditorPYA
Plan history3
Yearassets · accounts · employer contribution
2024$881K · 156 accts
2023$703K · 145 accts
2022$507K · 131 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,481
Total administrative$3,481
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$3,481

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$3,481 · 0.44%
2023$3,226 · 0.53%
2022$3,253 · 0.64%
Similar plansAccommodation & Food Services · Tennessee
Darden Management, Inc. TN$1.6M · 0.15%
Loveless Cafe, LLC TN$1.3M · 0.22%
Corkys Bar-B-Que, LLC TN$1.0M · 0.93%
Hot & Spicy Holdings, LLC TN$532K · 1.71%
Quantum Restaurants, LLC TN$463K · 0.15%
Back Yard Burgers TN$166K · 3.90%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 454370368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.