Plan Snapshot
- Plan Sponsor: Capstone On-Campus Mangement, LLC
- Sponsor EIN: 562440563
- Sponsor Address: 1500 URBAN CENTER DRIVE SUITE 400, VESTAVIA HILLS, AL, 35242
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $23.8M
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 | 297 | $23.8M | $866,213 | $1.6M |
| 2023 | 308 | $21.1M | $888,025 | $1.6M |
| 2022 | 318 | $18.1M | $857,552 | $1.6M |
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 |
|---|---|---|---|---|
| SMITH + HOWARD, P.C. | 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 | $123,378 | $61,272 | $13,452 | — | — |
| 2023 | $109,041 | $53,265 | $54,724 | — | — |
| 2022 | $109,892 | $53,877 | $54,744 | — | — |