# Capsule Corp 401(k) Plan
Source: https://planprovider.pro/companies/capsule-corp-401k-plan

> Capsule Corp&#39;s 401(k) plan: 1,471 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capsule Corp

- **Sponsor EIN:** 473047195

- **Sponsor Address:** 113 W. 25TH STREET, NEW YORK, NY, 10001

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

- **Total Participants:** 1,471

- **Total Assets:** $18.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,471|$18.4M|$0|$2.5M|

| 2023|1,388|$15.8M|$0|$2.6M|

| 2022|1,689|$13.6M|$0|$4.8M|

## 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|

| BETTERMENT FOR BUSINESS, LLC|RECORDKEEPER|$61,516|—|$61,516|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BETTERMENT FOR BUSINESS, LLC](https://planprovider.pro/provider/betterment-llc) — RECORDKEEPER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $61,516

- **Estimated Expense Ratio:** 0.334% 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|$61,516|$31,581|—|—|—|

| 2023|$82,332|$35,735|—|—|—|

| 2022|$85,875|$30,033|—|—|$55,842|

## Similar Plans

- [Board Of Trustees Of Union Mutual Fund Pension Plan](https://planprovider.pro/companies/board-of-trustees-union-mutual-fund-pension-plan-plan) — 1,027 participants

- [Kph Healthcare Services, INC.](https://planprovider.pro/companies/kph-healthcare-services-inc-401k-plan) — 3,886 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capsule-corp-401k-plan)

&copy; 2026 PlanProvider.Pro
