Plan Snapshot
- Plan Sponsor: Cap America, INC.
- Sponsor EIN: 431382610
- Sponsor Address: 1 CAP AMERICA DRIVE, FREDRICKTOWN, MO, 63645
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $6.4M | $358,093 | $720,367 |
| 2023 | 287 | $5.1M | $307,174 | $611,697 |
| 2022 | 238 | $4.1M | $247,173 | $482,970 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MALONEY, WRIGHT & ROINS, CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $66,360 | — | $66,360 | — | — |
| 2023 | $53,859 | $863 | $52,996 | — | — |
| 2022 | $48,369 | — | $48,369 | — | — |