Plan Snapshot
- Plan Sponsor: Capital Healthcare, PC
- Sponsor EIN: 461591855
- Sponsor Address: 6020 RICHMOND HIGHWAY, SUITE 102, ALEXANDRIA, VA, 22303
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $5.9M
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 | 108 | $5.9M | $528,765 | $1.2M |
| 2023 | 112 | $4.2M | $485,589 | $1.1M |
| 2022 | 161 | $2.4M | $105,985 | $635,059 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | Recordkeeper | $40,751 | — | $40,751 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $19,319 | — | $19,319 |
| TEMPLETON & CO. | Auditor | $7,400 | — | $7,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INS — Recordkeeper
- ADMIN. GROUP, LLC DBA TAG RESOURCES — Recordkeeper
- TEMPLETON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,470
- Estimated Expense Ratio: 1.136% 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 | $67,435 | — | — | $7,400 | — |
| 2023 | $40,885 | — | — | — | — |
| 2022 | — | — | — | — | — |