# Capin Crouse LLP 401(k) Plan
Source: https://planprovider.pro/companies/capin-crouse-llp-401k-plan

> Capin Crouse LLP's 401(k) plan: 216 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NOVOTNY CPA GROUP, PLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NOVOTNY CPA GROUP, PLC](https://planprovider.pro/provider/novotny-cpa-group-plc) — 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|$41,604|—|—|—|—|

| 2023|$59,104|—|—|—|—|

| 2022|$56,937|—|—|—|$56,937|

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