Capstone Concepts, LLC401(k)
CAPSTONE CONCEPTS 401(K) PLAN · KNOXVILLE, TN · plan year 2024
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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
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.