# Capstone Mechanical, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capstone-mechanical-llc-401k-plan-001-4200

> Capstone Mechanical, LLC's 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capstone Mechanical, LLC

- **Sponsor EIN:** 202784200

- **Sponsor Address:** 7100 IMPERIAL DRIVE, WACO, TX, 76712

- **Plan Type:** 401(k)

- **Total Participants:** 194

- **Total Assets:** $4.6M

## 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|194|$4.6M|$277,981|$434,867|

| 2023|221|$4.3M|$219,145|$342,371|

| 2022|202|$3.4M|$173,414|$284,011|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$56,144|—|$56,144|

| RAYMOND JAMES & ASSOCIATES, INC.|INVESTMENT ADVISORY|—|$22,512|$22,512|

| JULY BUSINESS SERVICES INC|CONTRACT ADMINISTRATOR|$6,297|$2,174|$8,471|

| JAYNES REITMEIER BOYD & THERRELL|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES & ASSOCIATES, INC.](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISORY

- [JULY BUSINESS SERVICES INC](https://planprovider.pro/provider/july-business-services) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,127

- **Estimated Expense Ratio:** 1.880% of plan assets

### 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|$62,442|—|$62,442|—|—|

| 2023|$61,350|—|$61,350|—|—|

| 2022|$56,106|—|$56,106|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capstone-mechanical-llc-401k-plan-001-4200)

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