Plan Snapshot
- Plan Sponsor: The Capital Holdings Group, INC.
- Sponsor EIN: 541246195
- Sponsor Address: 3201 ROSEDALE AVE STE A, RICHMOND, VA, 232304227
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 93
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $8.0M | $3,890 | $0 |
| 2023 | 101 | $8.4M | $761,088 | $0 |
| 2022 | 95 | $8.9M | $761,088 | $0 |
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 |
|---|---|---|---|---|
| MEADOWS URQUHART ACREE & COOK, 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 | $603 | — | — | — | — |
| 2023 | $718 | — | — | — | — |
| 2022 | $802 | $802 | — | — | — |