# Capital Healthcare, PC 401(k) Plan
Source: https://planprovider.pro/companies/capital-healthcare-pc-401k-plan

> Capital Healthcare, PC's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TEMPLETON & COMPANY|Auditor|$7,400|—|$7,400|

### Verified Provider Profiles

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

- [TEMPLETON & COMPANY](https://planprovider.pro/provider/templeton-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,400

- **Estimated Expense Ratio:** 0.125% 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|—|—|—|—|—|

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