Capstone Management LLC401(k)
CAPSTONE FACILITIES 401(K) PLAN · URBANDALE, IA · plan year 2022
Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works
Capstone Management LLC reported $5,185 in plan administrative expenses for 2022: 1.79% of average plan assets, higher than ~75% of peers. 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 0.70% to 1.79%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (868th of 878), and 11,557th of 11,911 in health care & social assistance. In 2022, employees put in $1101.89 for every $1.00 the employer contributed; active participation has grown from 218 to 311 since 2020.
Capstone Management LLC's 2022 employer contribution ran below the $331 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 2022 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 383943640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.