Plan Ledger DOL Form 5500 · updated monthly

Capstone Green Energy, LLC401(k)

CAPSTONE GREEN ENERGY, LLC 401(K) PLAN · VAN NUYS, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Capstone Green Energy, LLC reported $92,025 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,830 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 1 year on file its reported administrative ratio fell from 0.42% to 0.35%. 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 2,880th-largest of 9,483 plans among California employers on file, and the 4,812th of 13,661 in manufacturing. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,369,775
Participants with balances171
Active participants97
Employer contributions$274,467
Employee contributions$913,973
Employer contribution per active participant$2,830
Average account balance$160,057
Benefits paid to participants$2,492,153
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE, CARLIN & VAN TRIGT
Plan history2
Yearassets · accounts · employer contribution
2024$27.4M · 171 accts · $274K emplr
2023$25.2M · 165 accts · $243K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,230
Investment management$56,795
Total administrative$92,025
The Capstone Green Energy, LLC 401(k) match · 2024
Employer contribution per active participant$2,830
Median for plans this size$2,416
2024$2,830 per active participant
2023$2,456 per active participant

Capstone Green Energy, LLC's 2024 employer contribution ran above 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
BRIGHTON JONES LLC · Investment advisory (plan)$56,795
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,230

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

Administrative cost history2
2024$92,025 · 0.35%
2023$99,596 · 0.42%
Similar plansManufacturing · California
Nongshim Holdings USA, Inc. CA$27.7M · 0.36%
Kern Oil & Refining Company CA$27.7M · 0.22%
Cytek Biosciences CA$27.7M · 0.16%
Element Biosciences, Inc. CA$27.5M · 0.50%
Bega North America, Inc. CA$27.2M · 0.03%
Flory Industries, Inc. CA$26.9M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 933937119 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.