Plan Snapshot
- Plan Sponsor: Cape Environmental Management
- Sponsor EIN: 581639130
- Sponsor Address: 500 PINNACLE COURT, SUITE 100, NORCROSS, GA, 30071
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $31.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 137 | $31.9M | $408,771 | $1.4M |
| 2023 | 128 | $28.2M | $401,181 | $1.3M |
| 2022 | 122 | $24.7M | $310,530 | $1.1M |
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 |
|---|---|---|---|---|
| GORFINE SCHILLER & GARDYN P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GORFINE SCHILLER & GARDYN P.A. — 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 | $61,489 | $59,174 | — | — | — |
| 2023 | $67,953 | $52,151 | — | — | — |
| 2022 | $60,337 | — | — | — | — |