How big is Cape Atlantic INK Inc.'s plan?

Cape Atlantic INK Inc.'s plan reported $7.5M in assets and 128 participants for 2024.

Original filing (PDF)20250919105817NAL0002410273001

Cape Atlantic INK Inc.

Name: Cape Atlantic INK Inc. — Cape Atlantic INK Inc., Form 5500 (2024)
Creator: Cape Atlantic INK Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cape Atlantic INK Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cape Atlantic INK Inc.'s Cape Atlantic INK Inc. 401(k) Profit Sharing Plan & Trust held $7.5M in plan assets for 128 participants in 2024, with Paychex as recordkeeper.

Signals · 2

No ERISA fidelity bondCorrective distributions issued

Active participants

128

Accounts w/ balance

126

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

Steven Marchiano signed Cape Atlantic INK Inc.'s 2024 Form 5500 as plan administrator.

Steven Marchiano — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cape Atlantic INK Inc.'s EIN is 22-3843135.

EIN 22-3843135

Plan number 001

Plan year 2024

ACK ID 20250919105817NAL0002410273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cape Atlantic INK Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cape Atlantic INK Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE ATLANTIC INK INC.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
No ERISA fidelity bond reported.

Helping the score

High average account balance (88th percentile).

Plan sponsor

Name

CAPE ATLANTIC INK INC

EIN

all filings

Address

1413 CANTILLON BLVD STE 100 · MAYS LANDING, NJ · 083302058

Phone

(609) 829-2038

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDG-CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN INVESTMENT	23-1702591	FORT WASHINGTON, PA	ADVISOR	$16K	—

Investments

37 direct securities · 1 pooled fund· $7.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$3.1M

18 holdings

Common Collective Trusts

$2.3M

7 holdings

Other securities

$1.4M

11 holdings

Common Collective Trust

$379K

1 holding

Participant loans

$299K

1 holding

					% of plan
State Street Equity 500 Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$1.7M	22.0%
Vanguard LifeStrategy Conservative Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.4M	19.0%
Federated Hermes Kaufmann Small Cap Fund Class R6 Shares Mutual Fund	Other securities	—	—	$424K	5.6%
METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$379K	5.1%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$320K	4.3%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$300K	4.0%
Participant loans Prime + 1%, various maturities -0-	Participant loans	—	—	$299K	4.0%
iShares MSCI EAFE International Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$272K	3.6%
JPMorgan Large Cap Value Fund Class R6 Mutual Fund	Other securities	—	—	$256K	3.4%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$228K	3.0%
T. Rowe Price Global Stock Fund I Class Mutual Fund	Other securities	—	—	$190K	2.5%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$184K	2.4%
BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund	Other securities	—	—	$183K	2.4%
Fidelity Advisor Total Bond Fund Class Z Mutual Fund	Mutual Funds	—	—	$177K	2.4%
Alger Focus Equity Fund Class I Mutual Fund	Other securities	—	—	$156K	2.1%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$135K	1.8%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$94K	1.3%
American Funds 2030 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$89K	1.2%
Vanguard Materials Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$86K	1.1%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$82K	1.1%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$82K	1.1%
Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$76K	1.0%
Federated Hermes Institutional High Yield Bond Fund Class R6 Mutual Fund	Other securities	—	—	$60K	0.8%
Goldman Sachs Emerging Markets Equity Insights Fund Class R6 Mutual Fund	Other securities	—	—	$47K	0.6%
Vanguard Health Care Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$45K	0.6%
American Century Global Gold Fund I Class Mutual Fund	Other securities	—	—	$45K	0.6%
Fidelity Select Environment and Atlernative Energy Fund Mutual Fund	Mutual Funds	—	—	$43K	0.6%
Vanguard Utilities Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$37K	0.5%
1919 Socially Responsive Balanced Fund Class I Mutual Fund	Other securities	—	—	$36K	0.5%
Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$35K	0.5%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$20K	0.3%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$16K	0.2%
Vanguard Short-Term Investment-Grade Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$11K	0.1%
DFA Real Estate Securities Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Meeder Muirfield Fund Institutional Class Mutual Fund	Other securities	—	—	$4K	<0.1%
Meeder Quantex Fund Institutional Class Mutual Fund	Other securities	—	—	$2K	<0.1%
Janus Henderson Triton Fund Class N Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%