Plan Snapshot
- Plan Sponsor: Capstone Logistics, LLC
- Sponsor EIN: 453087555
- Sponsor Address: 30 TECHNOLOGY PARKWAY SOUTH, PEACHTREE CORNERS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 11,670
- Total Assets: $50.3M
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 | 11,670 | $50.3M | $3.3M | $6.4M |
| 2023 | 11,786 | $41.5M | $3.0M | $6.4M |
| 2022 | 12,681 | $31.1M | $1.8M | $5.8M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | 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 | $426,682 | $93,211 | — | — | — |
| 2023 | $354,508 | $86,002 | — | — | — |
| 2022 | $338,431 | $68,167 | — | — | $41,800 |