Plan Snapshot
- Plan Sponsor: Capstone Counseling LLC
- Sponsor EIN: 472752916
- Sponsor Address: 1803 N 28TH ST, RICHMOND, VA, 232234505
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $89,509
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 20 | $89,509 | $0 | $419 |
| 2023 | 20 | $102,325 | $0 | $7,126 |
| 2022 | 26 | $81,227 | $0 | $8,050 |
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 |
|---|---|---|---|---|
| BROWN EDWARDS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS — Auditor
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 | $2,246 | — | $1,386 | — | — |
| 2023 | $1,430 | — | $153 | — | — |
| 2022 | $1,443 | — | $1,443 | — | — |