Plan Ledger DOL Form 5500 · updated monthly

Community Action Program of Evansville & Vanderburgh County Inc.401(k)

C.A.P.E. 401K EMPLOYEE SAVINGS PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Community Action Program of Evansville & Vanderburgh County Inc. reported $3,643 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $890 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 0.11% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,409th of 1,562), and 10,152nd of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,883,666
Participants with balances183
Active participants167
Employer contributions$148,635
Employee contributions$163,109
Employer contribution per active participant$890
Average account balance$10,293
Benefits paid to participants$145,065
Plan auditUnmodified (clean) audit opinion
AuditorCOMER NOWLING & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2024$1.9M · 183 accts · $149K emplr
2022$1.5M · 183 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,936
Investment management$1,707
Total administrative$3,643
The Community Action Program of Evansville & Vanderburgh County Inc. 401(k) match · 2024
Employer contribution per active participant$890
Median for plans this size$1,313
2024$890 per active participant
2022$687 per active participant

Community Action Program of Evansville & Vanderburgh County Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,644

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$3,643 · 0.21%
2022$1,775 · 0.11%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Insights Consulting Inc. IN$2.0M · 1.33%
Dunes Hospice LLC IN$1.9M · 0.63%
Lel Home Services, LLC IN$1.9M · 1.51%
Milestone Therapy LLC IN$1.8M · 1.45%
Jarpole Enterprises LLC IN$1.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351176665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.