Plan Snapshot
- Plan Sponsor: Cap Services, INC.
- Sponsor EIN: 391080897
- Sponsor Address: 2900 HOOVER RD SUITE A, STEVENS POINT, WI, 54481
- Plan Type: 401(k)
- Total Participants: 231
- Total Assets: $8.7M
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 | 231 | $8.7M | $342,852 | $497,699 |
| 2023 | 221 | $7.6M | $343,117 | $473,055 |
| 2022 | 217 | $5.9M | $346,355 | $453,109 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
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 | $56,600 | $23,493 | — | — | — |
| 2023 | $46,181 | $19,108 | — | — | — |
| 2022 | $46,414 | — | — | — | — |