Plan Ledger DOL Form 5500 · updated monthly

Capsule Corp401(k)

CAPSULE 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.37%

Capsule Corp reported $61,516 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. 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 0.71% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,679th-largest of 5,648 plans among New York employers on file, and the 1,622nd of 5,215 in retail trade. active participation has shrunk from 1,689 to 1,471 since 2022.

Plan summary
Net assets, end of year$18,002,604
Participants with balances2,150
Active participants1,471
Employer contributions—
Employee contributions$2,452,587
Employer contribution per active participant—
Average account balance$8,373
Benefits paid to participants$2,429,624
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 2,150 accts
2023$15.5M · 1,396 accts
2022$13.4M · 1,177 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,935
Investment management$31,581
Total administrative$61,516
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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$61,516

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

Administrative cost history3
2024$61,516 · 0.37%
2023$82,332 · 0.57%
2022$85,875 · 0.71%
Same employer
Similar plansRetail Trade · New York
1STDIBS.COM, Inc. NY$18.2M · 0.11%
Rag & Bone Industries, LLC NY$18.1M · 0.39%
Mobile Management, LLC NY$18.0M · 1.16%
The Wine Enthusiast, Inc. NY$18.0M · 0.33%
Lavitt Group, Inc. NY$17.5M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473047195 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.