# The Cape Cod Five Cents Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/the-cape-cod-five-cents-savings-bank-401k-plan

> The Cape Cod Five Cents Savings Bank's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** The Cape Cod Five Cents Savings Bank

- **Sponsor EIN:** 041149070

- **Sponsor Address:** 1500 IYANNOUGH ROAD, HYANNIS, MA, 02601

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$4.0M|$4.9M|

| 2023|552|$115.5M|$3.9M|$4.8M|

| 2022|566|$102.5M|$3.9M|$4.9M|

## 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|

| CAPFINANCIAL SECURITIES LLC|INVESTMENT ADVISOR|$149,948|—|$149,948|

| WOLF & COMPANY, P.C.|ACCOUNTANT/AUDITOR|$34,000|—|$34,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $183,948

### 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|-$10,962|$63,858|—|$18,000|—|

| 2023|-$5,885|$74,974|—|$17,000|—|

| 2022|-$59,496|—|—|—|—|

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