# Cape Retirement Community, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cape-retirement-community-inc-401k-plan

> Cape Retirement Community, INC.'s 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cape Retirement Community, INC.

- **Sponsor EIN:** 431039313

- **Sponsor Address:** 3120 INDEPENDENCE ST, CPE GIRARDEAU, MO, 637035043

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

- **Total Participants:** 74

- **Total Assets:** $2.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|74|$2.8M|$79,562|$196,964|

| 2023|76|$2.7M|$93,651|$179,393|

| 2022|84|$2.4M|$98,054|$185,547|

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$11,009|—|$11,009|

| STANLEY. DIRNBERGER, HOPPER AND ASS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,009

- **Estimated Expense Ratio:** 0.399% 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|$25,505|$11,009|—|—|—|

| 2023|$22,711|$9,639|—|—|—|

| 2022|$17,946|—|$17,946|—|—|

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