Capstone Counseling LLC401(k)
CAPSTONE COUNSELING LLC 401(K) PROFIT SHARING PLAN & TRUST · RICHMOND, VA · plan year 2023
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
Capstone Counseling LLC reported $1,430 in plan administrative expenses for 2023: 1.56% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.94% to 2.34%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Virginia (2,254th of 2,266), and 11,777th of 11,911 in health care & social assistance. active participation has shrunk from 26 to 20 since 2022.
Capstone Counseling LLC's 2023 employer contribution ran below the $522 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 472752916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.