# The Capper Foundation 401(k) Plan
Source: https://planprovider.pro/companies/the-capper-foundation-401k-plan

> The Capper Foundation's 401(k) plan: 318 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/trustage) — NONE

- [MIZE CPAS INC.](https://planprovider.pro/provider/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|—|—|

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