Plan Snapshot
- Plan Sponsor: Capstone It INC
- Sponsor EIN: 470817498
- Sponsor Address: 12120 SHAMROCK PLZ STE 200, OMAHA, NE, 681543539
- Plan Type: 401(k)
- Total Participants: 92
- Total Assets: $5.3M
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 | 92 | $5.3M | $321,965 | $769,567 |
| 2023 | 98 | $4.2M | $302,989 | $840,440 |
| 2022 | 88 | $2.8M | $230,796 | $629,417 |
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 |
|---|---|---|---|---|
| LUTZ AND COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ AND COMPANY PC — 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 | $17,706 | $2,336 | $14,510 | — | — |
| 2023 | $16,369 | $1,558 | $13,951 | — | — |
| 2022 | $17,358 | $1,406 | $13,058 | — | $2,894 |