# Capsa Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capsa-solutions-llc-401k-plan

> Capsa Solutions, LLC&#39;s 401(k) plan: 317 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capsa Solutions, LLC

- **Sponsor EIN:** 943381518

- **Sponsor Address:** 8170 DOVE PARKWAY, CANAL WINCHESTER, OH, 43110

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

- **Total Participants:** 317

- **Total Assets:** $33.9M

## 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|317|$33.9M|$769,358|$2.4M|

| 2023|339|$29.7M|$721,056|$2.2M|

| 2022|312|$23.1M|$714,888|$2.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$125,552|—|$125,552|

| TOWERS WATSON INVESTMENT SERVICES,|INVESTMENT ADVISORY|—|$45,777|$45,777|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $171,329

- **Estimated Expense Ratio:** 0.505% 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|$125,553|—|$125,553|—|—|

| 2023|$100,813|—|$100,813|—|—|

| 2022|$117,346|—|$117,346|—|—|

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