# Capital Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/capital-health-services-inc-401k-plan

> Capital Health Services, INC.'s 401(k) plan: 538 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Health Services, INC.

- **Sponsor EIN:** 201292646

- **Sponsor Address:** 3015 NEWMARK DRIVE, MIAMISBURG, OH, 45342

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

- **Total Participants:** 538

- **Total Assets:** $8.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|538|$8.8M|$518,400|$765,247|

| 2023|519|$7.9M|$586,175|$809,484|

| 2022|719|$6.3M|$538,618|$718,309|

## 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|

| EMPOWER ANNUITY INS CO. OF AMERICA|RECORDKEEPER|$56,087|—|$56,087|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$25,647|—|$25,647|

| BENEFIT PLANS PLUS, LLC|CONTRACT ADMIN|$25,294|—|$25,294|

| PLANTE MORAN|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $107,028

- **Estimated Expense Ratio:** 1.211% 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|$111,135|—|$111,135|—|—|

| 2023|$93,076|—|$93,076|—|—|

| 2022|$82,966|—|$82,966|—|—|

## Similar Plans

- [Edgewood Manor Of Wellston](https://planprovider.pro/companies/edgewood-manor-of-wellston-401k-plan) — 534 participants

- [Willow Brook Christian Services](https://planprovider.pro/companies/willow-brook-christian-services-401k-plan) — 554 participants

- [The Mcgregor Foundation](https://planprovider.pro/companies/the-mcgregor-foundation-401k-plan) — 521 participants

- [Champaign Residental Services INC.](https://planprovider.pro/companies/champaign-residental-services-inc-401k-plan) — 561 participants

- [Koinonia Homes, INC.](https://planprovider.pro/companies/koinonia-homes-inc-401k-plan) — 499 participants

- [Jag Healthcare, INC.](https://planprovider.pro/companies/jag-healthcare-inc-401k-plan) — 495 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-health-services-inc-401k-plan)

© 2026 PlanProvider.Pro