Plan Snapshot
- Plan Sponsor: Capitol Services, LLC.
- Sponsor EIN: 741974280
- Sponsor Address: 1501 S MOPAC EXPWY., AUSTIN, TX, 78746
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 182 | $17.8M | $815,601 | $1.1M |
| 2023 | 167 | $19.6M | $784,484 | $973,168 |
| 2022 | 159 | $16.4M | $740,827 | $929,510 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA | Auditor | — | — | $0 |
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 | $20,961 | — | — | — | — |
| 2023 | $18,676 | $477 | — | — | — |
| 2022 | $42,796 | $24,870 | — | — | — |