Plan Snapshot
- Plan Sponsor: The Capper Foundation
- Sponsor EIN: 480543745
- Sponsor Address: 3500 SW. 10TH AVE., TOPEKA, KS, 666041904
- Plan Type: 401(k)
- Total Participants: 318
- Total Assets: $2.8M
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 | 318 | $2.8M | $122,577 | $226,144 |
| 2023 | 310 | $2.5M | $83,918 | $208,262 |
| 2022 | 204 | $2.6M | $53,034 | $173,567 |
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 |
|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS | NONE | $8,563 | — | $8,563 |
| IMA ADVISORY SERVICES, INC. | NONE | $7,018 | — | $7,018 |
| MIZE CPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CPI QUALIFIED PLAN CONSULTANTS — NONE
- MIZE CPAS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,581
- Estimated Expense Ratio: 0.554% 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 | $15,854 | $7,291 | $5,640 | — | — |
| 2023 | $11,027 | $499 | $8,046 | — | — |
| 2022 | $11,482 | $386 | $11,096 | — | — |