Plan Snapshot
- Plan Sponsor: Cape Atlantic Ink INC
- Sponsor EIN: 223843135
- Sponsor Address: 1413 CANTILLON BLVD STE 100, MAYS LANDING, NJ, 083302058
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 140
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 140 | $8.9M | $0 | $0 |
| 2024 | 128 | $7.5M | $279,145 | $340,929 |
| 2023 | 124 | $6.2M | $243,922 | $282,541 |
| 2022 | 110 | $4.9M | $237,405 | $263,189 |
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 |
|---|---|---|---|---|
| LINCOLN INVESTMENT | Investment Advisor | $22,136 | — | $22,136 |
| PAYCHEX, INC. | Recordkeeper | $16,448 | — | $16,448 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,584
- Estimated Expense Ratio: 0.432% 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 |
|---|---|---|---|---|---|
| 2025 | $632,679 | $22,136 | $19,189 | — | — |
| 2024 | $33,261 | $16,285 | $16,116 | — | — |
| 2023 | $14,943 | — | $14,083 | — | — |
| 2022 | $32,254 | — | $12,954 | — | $19,300 |