Plan Snapshot
- Plan Sponsor: Capstan, INC.
- Sponsor EIN: 330703225
- Sponsor Address: 16100 S. FIGUEROA STREET, CARSON, CA, 90248
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $14.0M
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 | 369 | $14.0M | $166,271 | $503,692 |
| 2023 | 270 | $13.2M | $177,478 | $461,004 |
| 2022 | 223 | $12.5M | $175,569 | $491,756 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN | 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 | $3,325 | — | — | — | — |
| 2023 | $18,368 | — | — | $14,649 | — |
| 2022 | $3,825 | — | — | — | — |