How big is The Capper Foundation's plan?

The Capper Foundation's plan reported $2.8M in assets and 318 participants for 2024.

Original filing (PDF)20251015104843NAL0008815682001

The Capper Foundation

Name: The Capper Foundation — The Capper Foundation, Form 5500 (2024)
Creator: The Capper Foundation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Capper Foundation Retirement Plan

401(k) retirement plan · The Capper Foundation's The Capper Foundation Retirement Plan held $2.8M in plan assets for 318 participants in 2024.

Signals · 1

Corrective distributions issued

Active participants

318

Accounts w/ balance

190

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Sandy Warren signed The Capper Foundation's 2024 Form 5500 as plan administrator.

Sandy Warren — 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

The Capper Foundation's EIN is 48-0543745.

EIN 48-0543745

Plan number 002

Plan year 2024

ACK ID 20251015104843NAL0008815682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Capper Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Capper Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CAPPER FOUNDATION.

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How this plan invests

This plan

26 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).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

THE CAPPER FOUNDATION

EIN

all filings

Address

3500 SW. 10TH AVE. · TOPEKA, KS · 666041904

Phone

(785) 272-4060

Industry

Other Services (ex. Public Admin)

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CPI QUALIFIED PLAN CONSULTANTS	48-1205033	—	NONE	$9K	—
IMA ADVISORY SERVICES, INC.	—	WICHITA, KS	NONE	$7K	—

Investments

26 direct securities· $2.8M(100% of reported assets)

Mutual Funds

$2.4M

18 holdings

Common Collective Trusts

$278K

2 holdings

Other securities

$98K

6 holdings

					% of plan
American Funds 2025 Target Date Retirement R5 Mutual fund N/A $	Mutual Funds	—	—	$601K	21.4%
American Funds 2030 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$311K	11.1%
Fidelity Advisor Growth Opportunities Fund Class I Mutual fund N/A	Mutual Funds	—	—	$277K	9.9%
American Funds 2035 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$271K	9.6%
iShares Core S&P 500 ETF Exchange-traded fund N/A	Common Collective Trusts	—	—	$249K	8.9%
American Funds 2040 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$211K	7.5%
American Funds 2055 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$155K	5.5%
American Funds 2050 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$148K	5.3%
American Funds 2020 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$143K	5.1%
American Funds 2045 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$90K	3.2%
T Rowe Price Global Stock Fund Mutual fund N/A	Mutual Funds	—	—	$87K	3.1%
American Funds 2060 Target Date Retirement R5 Mutual fund N/A	Mutual Funds	—	—	$76K	2.7%
BlackRock 60/40 Target Allocation Fund Class K Mutual fund N/A	Other securities	—	—	$73K	2.6%
Northern Bond Index Fund Mutual fund N/A	Common Collective Trusts	—	—	$29K	1.0%
American Funds New Perspective Fund Class R5 Mutual fund N/A	Mutual Funds	—	—	$28K	1.0%
Vanguard Federal Money Market Investor Money market account N/A	Mutual Funds	—	—	$14K	0.5%
Fidelity Advisor High Income Advantage Fund Class I Mutual fund N/A	Mutual Funds	—	—	$13K	0.5%
iShares Core S&P Mid-Cap ETF Exchange-traded fund N/A	Other securities	—	—	$11K	0.4%
iShares Core S&P Small-Cap ETF Exchange-traded fund N/A	Other securities	—	—	$8K	0.3%
5/2025 to 6/2028	Other securities	—	—	$3K	0.1%
MFS Mid Cap Growth Fund Class I Mutual fund N/A	Mutual Funds	—	—	$3K	0.1%
American Funds New World Fund Class R5 Mutual fund N/A	Mutual Funds	—	—	$2K	<0.1%
American Century Emerging Markets Fund Investor Class Mutual fund N/A	Other securities	—	—	$2K	<0.1%
Vanguard International Growth Fund Admiral Shares Mutual fund N/A	Mutual Funds	—	—	$2K	<0.1%
Invesco Global Opportunities Fund Class Y Mutual fund N/A	Mutual Funds	—	—	$1K	<0.1%
iShares Core Dividend Growth ETF Exchange-traded fund N/A	Other securities	—	—	$1K	<0.1%