# Capital Investments & Ventures Corp 401(k) Plan
Source: https://planprovider.pro/companies/capital-investments-ventures-corp-401k-plan

> Capital Investments & Ventures Corp's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Investments & Ventures Corp

- **Sponsor EIN:** 952964410

- **Sponsor Address:** 30151 TOMAS, RANCHO SANTA MARGARITA, CA, 926882125

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

- **Total Participants:** 182

- **Total Assets:** $43.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|182|$43.8M|$526,637|$1.8M|

| 2023|197|$36.3M|$481,012|$1.7M|

| 2022|187|$29.4M|$426,552|$1.5M|

## 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|

| WRIGHT FORD YOUNG & CO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$75,935|$35,000|$40,935|—|—|

| 2023|$130,208|$35,000|$95,208|—|—|

| 2022|$130,134|$37,083|$93,051|—|—|

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