Retirement plan

CAPITAL DIRECTIONAL 401K PLAN

Name: CAPITAL ENERGY AMERICA STAFFCO INC - CAPITAL DIRECTIONAL 401K PLAN (2024) Form 5500
Creator: CAPITAL ENERGY AMERICA STAFFCO INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAPITAL DIRECTIONAL 401K PLAN, CAPITAL ENERGY AMERICA STAFFCO INC

CAPITAL ENERGY AMERICA STAFFCO INCEIN 85-3769972Plan #002PY 2024

1095 EVERGREEN CIRCLE, STE 200 - THE WOODLANDS, TX 77380281-362-2885

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$150K

+51.3% from 2023

Total participants

0.0% from 2023

Average account balance

$50,103

+51.3% from 2023

Annual return

10.86%

+10.86 pp from 2023

Benchmarks

See 19,410 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,410 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$34K

$11264 / participant

Other / not subdivided$34K100.0%

% of EOY assets

22.481%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,103

$100,073-49.9%

$85,126-41.1%

$145,877-65.7%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

10.86%

84.11%-73.2pp

66.63%-55.8pp

551.28%-540.4pp

Employer contribution / active EE

$6,824

$3,236+110.9%

$2,731+149.8%

$4,663+46.3%

Participant deferral / active EE

$17,292

$5,294+226.6%

$4,523+282.3%

$6,691+158.5%

Admin fee / account holder

$11,264

$7,261+55.1%

$6,160+82.8%

$13,402-16.0%

CAPITAL DIRECTIONAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAPITAL DIRECTIONAL 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion