Plan Snapshot
- Plan Sponsor: Capano Management Company
- Sponsor EIN: 510324955
- Sponsor Address: 105 FOULK ROAD, WILMINGTON, DE, 19803
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $11.6M
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 | 360 | $11.6M | $465,227 | $784,234 |
| 2023 | 356 | $9.9M | $445,474 | $739,738 |
| 2022 | 347 | $7.9M | $451,339 | $787,486 |
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 |
|---|---|---|---|---|
| ALBRIGHT CRUMBACKER MOUL & ITELL | 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 | $67,043 | $27,425 | $19,084 | — | — |
| 2023 | $52,873 | $21,947 | $14,750 | — | — |
| 2022 | $47,792 | $20,485 | $12,976 | — | $14,331 |