Plan Snapshot
- Plan Sponsor: Cape Henry Associates, INC.
- Sponsor EIN: 200743698
- Sponsor Address: 2877 GUARDIAN LANE, VIRGINIA BEACH, VA, 23452
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $53,171 | $142,815 |
| 2022 | 122 | $5.6M | $150,434 | $396,233 |
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 |
|---|---|---|---|---|
| LOWE, BROCKENBROUGH & CO. | RETAINED BY EMPLOYER | $14,288 | — | $14,288 |
| BDO USA, P.C. | Auditor | $162 | — | $162 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,450
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 |
|---|---|---|---|---|---|
| 2023 | $4,350 | — | $4,188 | $162 | — |
| 2022 | $15,890 | $14,488 | $1,402 | — | — |