Plan Snapshot
- Plan Sponsor: Capital Power Operations Usa INC.
- Sponsor EIN: 205585112
- Sponsor Address: 155 FEDERAL STREET SUITE 1200, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $24.3M
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 | 182 | $24.3M | $960,568 | $1.4M |
| 2023 | 83 | $22.3M | $781,455 | $1.1M |
| 2022 | 83 | $19.6M | $803,131 | $1.1M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $27,577 | — | $27,577 |
| SAGEVIEW ADVISORY GROUP, LLC | NONE | $7,940 | — | $7,940 |
| WARADY & DAVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARADY & DAVIS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,517
- Estimated Expense Ratio: 0.146% 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 | $35,517 | $7,940 | — | — | — |
| 2023 | $25,781 | — | — | — | — |
| 2022 | $56,476 | $31,740 | — | — | $24,736 |