# Capital Properties Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capital-properties-services-llc-401k-plan

> Capital Properties Services, LLC's 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Properties Services, LLC

- **Sponsor EIN:** 201608689

- **Sponsor Address:** 115 BROADWAY, STE. #1705, NEW YORK, NY, 10006

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

- **Total Participants:** 218

- **Total Assets:** $19.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|218|$19.6M|$471,969|$1.2M|

| 2023|401|$19.3M|$543,275|$1.4M|

| 2022|293|$17.6M|$481,335|$1.3M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$51,903|—|$51,903|

| CBIZ INVESTMENT ADVISORY SERVICES,|INVESTMENT ADVISOR|$42,917|—|$42,917|

| CITRIN COOPERMAN & COMPANY LLP|ACCOUNTANT/AUDITOR|$25,000|—|$25,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,820

- **Estimated Expense Ratio:** 0.611% 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|$119,820|$42,917|—|$25,000|—|

| 2023|$100,254|$24,271|—|$25,000|—|

| 2022|$140,796|—|—|—|—|

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