CAPSPECIALTY, INC. 401(K) PLAN

Plan Contact

  • Address: 1600 ASPEN CMNS STE 300,MIDDLETON,WI
  • Contact person: BRITTANY PIERICK
  • Phone: (608) 829-4282

Plan General Information

CAPSPECIALTY, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CAPSPECIALTY, INC. 401(K) PLAN is $63,695,377.00.This plan was established in 1986.

CAPSPECIALTY, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CAPSPECIALTY, INC. 401(K) PLAN is 466

CAPSPECIALTY, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CAPSPECIALTY, INC. 401(K) PLAN is $136,685.00

CAPSPECIALTY, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CAPSPECIALTY, INC. 401(K) PLAN is $7,143.00.

CAPSPECIALTY, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CAPSPECIALTY, INC. 401(K) PLAN is approximately $4,157.00
Investing in this additonal $4,157.00 for 20 years would give you extra $266,102.00, assuming a 10% annual return.

CAPSPECIALTY, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, CAPSPECIALTY, INC. 401(K) PLAN allocates $1,937,560.00 to match its employees' contributions, providing an employer match rate of 58.26% of their contributions

CAPSPECIALTY, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CAPSPECIALTY, INC. 401(K) PLAN is 10.95%.

CAPSPECIALTY, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CAPSPECIALTY, INC. 401(K) PLAN is 17.67%. This measures the effectiveness of the plan participants' investments in the year.

CAPSPECIALTY, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CAPSPECIALTY, INC. 401(K) PLAN is 0.19%.

Enrollment Features

CAPSPECIALTY, INC. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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