# Capital Guidance America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capital-guidance-america-inc-401k-plan

> Capital Guidance America, INC.'s 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Guidance America, INC.

- **Sponsor EIN:** 760205168

- **Sponsor Address:** 1000 MAINE AVENUE SW, WASHINGTON, DC, 20024

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

- **Total Participants:** 175

- **Total Assets:** $21.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|175|$21.1M|$365,689|$1.2M|

| 2023|161|$18.2M|$306,936|$978,998|

| 2022|210|$15.5M|$436,323|$1.3M|

## 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|

| ADP, INC.|RECORD KEEPER|$42,719|—|$42,719|

| RICHEY MAY & CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RICHEY MAY & CO LLP](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $42,719

- **Estimated Expense Ratio:** 0.202% 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|$42,720|$40,305|—|—|—|

| 2023|$42,101|$675|—|—|—|

| 2022|$48,555|—|—|—|—|

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