Plan Snapshot
- Plan Sponsor: Capin Crouse LLP
- Sponsor EIN: 363990892
- Sponsor Address: 345 MASSACHUSETTS AVE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $26.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 216 | $26.2M | $727,182 | $1.5M |
| 2023 | 191 | $21.2M | $613,128 | $1.4M |
| 2022 | 182 | $16.6M | $522,276 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $39,601 | — | $39,601 |
| KDP RETIREMENT PLAN SERVICES | Other Service Provider | $1,000 | $10,000 | $11,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,601
- Estimated Expense Ratio: 0.193% 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 | $41,604 | — | — | — | — |
| 2023 | $59,104 | — | — | — | — |
| 2022 | $56,937 | — | — | — | $56,937 |