# The Capital Holdings Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-capital-holdings-group-inc-541246195-002

> The Capital Holdings Group, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

## Similar Plans

- [Old Dominion Insulation, INC.](https://planprovider.pro/companies/old-dominion-insulation-inc-plan-001) — 823 participants

- [C. J. Coakley Co., INC.](https://planprovider.pro/companies/c-j-coakley-co-inc-401k-plan) — 330 participants

- [Damuth Services, INC.](https://planprovider.pro/companies/damuth-services-inc-401k-plan) — 248 participants

- [Tech Painting Company, INC.](https://planprovider.pro/companies/tech-painting-company-inc-plan) — 121 participants

- [Ahp Operations, L.L.C](https://planprovider.pro/companies/ahp-operations-l-l-c-401k-plan) — 110 participants

- [Direct Path Corporation](https://planprovider.pro/companies/direct-path-corporation-plan) — 34 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-capital-holdings-group-inc-541246195-002)

© 2026 PlanProvider.Pro