# Capstone It INC 401(k) Plan
Source: https://planprovider.pro/companies/capstone-it-inc-401k-plan

> Capstone It INC's 401(k) plan: 92 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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