Plan Ledger DOL Form 5500 · updated monthly

Capstone Logistics, LLC401(k)

CAPSTONE 401(K) PLAN · PEACHTREE CORNERS, GA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Capstone Logistics, LLC reported $426,682 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $286 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 fell from 1.15% to 0.93%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 461st-largest of 2,160 plans among Georgia employers on file, and the 382nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$50,256,953
Participants with balances1,955
Active participants11,670
Employer contributions$3,334,087
Employee contributions$6,446,507
Employer contribution per active participant$286
Average account balance$25,707
Benefits paid to participants$6,737,470
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.3M · 1,955 accts · $3.3M emplr
2023$41.5M · 2,085 accts · $3.0M emplr
2022$31.1M · 1,806 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$333,304
Investment management$93,211
Trustee / custodial$167
Total administrative$426,682
The Capstone Logistics, LLC 401(k) match · 2024
Employer contribution per active participant$286
Median for plans this size$2,416
2024$286 per active participant
2023$255 per active participant
2022$139 per active participant

Capstone Logistics, LLC'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$333,304
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$93,211

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$426,682 · 0.93%
2023$354,508 · 0.98%
2022$338,431 · 1.15%
Same employer
Similar plansTransportation & Warehousing · Georgia
National Dcp, LLC GA$117.8M · 0.17%
Tirehub, LLC GA$64.7M · 0.48%
Lazer Spot, Inc. GA$46.4M · 0.59%
Epps Air Service, LLC GA$35.5M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453087555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.