Plan Snapshot
- Plan Sponsor: Capital Area Pediatrics, INC.
- Sponsor EIN: 541881904
- Sponsor Address: 10461 WHITE GRANITE DR STE 210, OAKTON, VA, 22124
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $39.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 177 | $39.3M | $763,730 | $760,375 |
| 2023 | 130 | $34.9M | $1.1M | $706,321 |
| 2022 | 120 | $28.7M | $901,933 | $726,328 |
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 |
|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT, LLC. | Other Service Provider | $75,502 | — | $75,502 |
| NWPS | Recordkeeper | $42,826 | — | $42,826 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,328
- Estimated Expense Ratio: 0.301% 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 | $118,328 | $75,502 | — | — | — |
| 2023 | $106,532 | $69,203 | — | — | — |
| 2022 | $109,428 | $73,051 | — | — | $36,377 |