# Capio Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capio-partners-llc-plan-001

> Capio Partners, LLC's 401(k) plan: 443 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capio Partners, LLC

- **Sponsor EIN:** 261896257

- **Sponsor Address:** 3400 TEXOMA PARKWAY,SUITE 100, SHERMAN, TX, 75090

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

- **Total Participants:** 443

- **Total Assets:** $11.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2024|443|$11.2M|$615,604|$1.1M|

| 2023|440|$8.4M|$517,247|$988,673|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$31,553|—|$31,553|

| RAYMOND JAMES AND ASSOCIATES INC.|SERVICE PROVIDER|$23,633|—|$23,633|

| CARR, RIGGS & INGRAM, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES AND ASSOCIATES INC.](https://planprovider.pro/provider/john-hancock) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $55,186

- **Estimated Expense Ratio:** 0.491% 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|$55,186|—|—|—|—|

| 2023|$26,492|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capio-partners-llc-plan-001)

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