Plan Snapshot
- Plan Sponsor: Cape Abilities, INC.
- Sponsor EIN: 042453166
- Sponsor Address: 895 MARY DUNN ROAD, HYANNIS, MA, 02601
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 249 | $7.3M | $81,986 | $399,913 |
| 2023 | 233 | $6.7M | $178,634 | $349,574 |
| 2022 | 243 | $5.4M | $71,996 | $278,724 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 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 | $475 | — | — | — | — |
| 2023 | $325 | — | $325 | — | — |
| 2022 | $125 | — | $125 | — | — |