Capp Management 401(k) match, vesting and fees
What Capp Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdg Cpas (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 33,160 defined-contribution plans in wholesale trade with fewer than 100 participants.
| Capp Management: employer contribution per participant | $1,944 | |
| Peer median | $2,314 |
| Capp Management: average balance | $75,583 | |
| Peer median | $76,922 |
| Capp Management: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.42% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 114 | $7.1M | $183K | $1,944 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does Capp Management match 401(k) contributions?
The match terms for the Capp Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $183K in employer contributions, about $1,944 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Capp Management 401(k) match vested?
The vesting schedule for the Capp Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Capp Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Capp Management LLC.
I left Capp Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Capp Management LLC, (610) 394-1107) or the recordkeeper, The Vanguard Group, Inc.. The Capp Management old 401(k) page lists the contacts from every plan filing. Find an old Capp Management 401(k)
Data from the public Form 5500 annual reports Capp Management filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Capp Management. Not financial advice. Report a correction · Methodology