# Capital Consultants Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/capital-consultants-management-corporation-401k-plan

> Capital Consultants Management Corporation's 401(k) plan: 938 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Capital Consultants Management Corporation

- **Sponsor EIN:** 752269391

- **Sponsor Address:** 8360 E VIA DE VENTURA, SCOTTSDALE, AZ, 852583172

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

- **Total Participants:** 938

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|938|$18.8M|$551,053|$2.7M|

| 2022|872|$18.5M|$512,178|$2.5M|

## 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|

| CBIZ CPAS P.C|Auditor|—|—|$0|

## 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|

| 2023|$121,773|—|$121,773|—|—|

| 2022|$134,532|—|$134,532|—|—|

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