Department of Labor filing

CAPRI COMMUNITIES LLC

CAPRI SENIOR COMMUNITIES RETIREMENT PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 10, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

25filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$403

Reported employer contributions per active participant.

Higher than about 18% of comparable plans

#People in the filing

712

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$110 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 26.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202425out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions18th percentileTypical peer $1,145 · based on 241 comparable plans

Lower reported administrative expense41st percentileTypical peer $91 · based on 244 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CAPRI COMMUNITIES LLC reported $286,735 in employer contributions across the plan and 712 active participants. That works out to $403 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 0.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context25/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $286,735
Participant contributions: $1,681,751
Other contributions: $233,081
Employer share of reported contributions: 14.6%
Beginning assets: $7,199,479
Ending assets: $9,109,589
Ending net assets: $9,109,589
Ending liabilities: $0
Total income: $3,131,765
Total expenses: $1,221,655
Administrative expenses: $90,570
Participant loans: $79,797

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$318

2023

$368

2024

$403

Plan-paid administrative expenses per participant

2022

$111

2023

$103

2024

$110

Active participants

2022

563

2023

564

2024

712

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$403	712	9.1M	20250910051759NAL0043961202001
2023	$368	564	7.2M	20241004054154NAL0005418323001
2022	$318	563	5.4M	20231009053838NAL0053061634001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.9%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 392030637-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1997
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
BLACKROCK INVESTMENTS, INC.	2024	Not reported	unknown
DIMENSIONAL FUND ADVISORS	2024	Not reported	unknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN	2024	Not reported	unknown
INVESCO	2024	Not reported	unknown
LORD ABBETT DISTRIBUTOR, LLC	2024	Not reported	unknown
PRUDENTIAL INVESTMENTS LLC	2024	Not reported	unknown
VANGUARD	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250910051759NAL0043961202001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗