Plan Ledger DOL Form 5500 · updated monthly

The Capper Foundation401(k)

THE CAPPER FOUNDATION RETIREMENT PLAN · TOPEKA, KS · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

The Capper Foundation reported $15,854 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $385 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 0.37% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Kansas (728th of 828), and 2,696th of 3,341 in other services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 204 to 318 since 2022.

Plan summary
Net assets, end of year$2,813,088
Participants with balances190
Active participants318
Employer contributions$122,577
Employee contributions$226,144
Employer contribution per active participant$385
Average account balance$14,806
Benefits paid to participants$429,342
Plan auditUnmodified (clean) audit opinion
AuditorMIZE CPAS INC.
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 190 accts · $123K emplr
2023$2.5M · 168 accts · $84K emplr
2022$2.6M · 134 accts · $53K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,563
Investment management$7,291
Total administrative$15,854
The The Capper Foundation 401(k) match · 2024
Employer contribution per active participant$385
Median for plans this size$1,313
2024$385 per active participant
2023$271 per active participant
2022$260 per active participant

The Capper Foundation's 2024 employer contribution ran below the $1,313 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
CPI QUALIFIED PLAN CONSULTANTS · Recordkeeping · Pension consulting$8,563
IMA ADVISORY SERVICES, INC. · Investment advisory (plan)$7,018

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS
2023CPI QUALIFIED PLAN CONSULTANTS

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

Administrative cost history3
2024$15,854 · 0.60%
2023$11,027 · 0.43%
2022$11,482 · 0.37%
Same employer
Similar plansOther Services · Kansas
Kids Tlc, Inc. KS$6.1M · 0.73%
Wildcat Investments LLC KS$566K · 1.98%
Aging Projects, Inc. KS$118K · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480543745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.