Plan Snapshot
- Plan Sponsor: Capital Healthcare Mso, INC.
- Sponsor EIN: 873655761
- Sponsor Address: 6020 RICHMOND HIGHWAY, SUITE 102, ALEXANDRIA, VA, 22303
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $2.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 188 | $2.0M | $305,414 | $668,767 |
| 2023 | 164 | $1.3M | $314,478 | $543,579 |
| 2022 | 122 | $171,390 | $55,061 | $122,951 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $29,901 | — | $29,901 |
| TRANSAMERICA FIN. LIFE INSURANCE CO | Recordkeeper | $20,139 | — | $20,139 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TRANSAMERICA FIN. LIFE INSURANCE CO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,040
- Estimated Expense Ratio: 2.498% 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 | $50,040 | — | — | — | — |
| 2023 | $17,668 | — | $10,537 | — | — |
| 2022 | — | — | — | — | — |