# Cape Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cape-associates-inc-401k-plan

> Cape Associates, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cape Associates, INC.

- **Sponsor EIN:** 042476237

- **Sponsor Address:** 345 MASSASOIT ROAD, EASTHAM, MA, 02642

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $8.3M

## 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|120|$8.3M|$204,444|$402,311|

| 2023|106|$7.1M|$250,000|$314,504|

| 2022|108|$6.1M|$170,675|$320,082|

## 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|

| CARON AND BLETZER PLLC|Auditor|$13,300|—|$13,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,300

- **Estimated Expense Ratio:** 0.160% of plan assets

### 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|$54,752|$17,972|—|$13,300|—|

| 2023|$46,673|$15,402|—|$12,500|—|

| 2022|$50,664|—|—|—|—|

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