Back to filter
Original filing (PDF)20251007095624NAL0007880208001
CAP SERVICES, INC.
Form 5500
FILING_RECEIVED
CAP SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
231
Accounts w/ balance
230
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAP SERVICES, INC..
Plan sponsor
Name
CAP SERVICES, INC.
EIN
39-1080897
Address
2900 HOOVER RD SUITE A · STEVENS POINT, WI · 54481
Phone
(715) 343-7500
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | ADVISOR | $23K | — |
Investments
12 direct securities · 1 pooled fund· $184K(2% 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.
Common Collective Trust
$92K
1 holding
Uncategorized
$92K
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $92K | 1.1% | |
| MORLEY INCOME FUND III | — | — | — | $25K | 0.3% | |
| MORLEY INCOME FUND I | — | — | — | $14K | 0.2% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $13K | 0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $8K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $8K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $7K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $7K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $3K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $3K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $3K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $2K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Health Care & Social Assistance plans
THRIVE GLOBAL HOLDINGS, INC.
THRIVE GLOBAL HOLDINGS, INC. RETIREMENT SAVINGS PLAN
$8.7M · 130 participants
AABR, INC.
AABR, INC. PENSION PLAN
$8.7M · 29 participants
EMPOWER WORKPLACE CORP.
EMPOWER WORKPLACE CORP. 401(K) PLAN
$8.7M · 121 participants
DENVER RESCUE MISSION
DENVER RESCUE MISSION 401 (K) RETIREMENT PLAN
$8.7M · 291 participants
HOUSING PARTNERSHIP, INC.
403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING PARTNERSHIP, INC.
$8.7M · 245 participants
COMMUNITY HOUSING NETWORK, INC.
COMMUNITY HOUSING NETWORK, INC. RETIREMENT SAVINGS PLAN
$8.7M · 93 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B