Plan Snapshot
- Plan Sponsor: Cabinetry Holdings Corp.
- Sponsor EIN: 352561801
- Sponsor Address: 280 NORTH INDUSTRIAL LOOP, HALEYVILLE, AL, 35565
- Plan Type: 401(k)
- Total Participants: 570
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 570 | $3.3M | $345,478 | $966,238 |
| 2023 | 626 | $2.1M | $313,675 | $785,999 |
| 2022 | 584 | $1.0M | $0 | $680,579 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER RILLY US, LLP | Auditor | $6,597 | — | $6,597 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER RILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,597
- Estimated Expense Ratio: 0.201% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $25,238 | — | $18,641 | $6,597 | — |
| 2023 | $13,954 | $3,545 | $10,409 | — | — |
| 2022 | $8,118 | — | $8,118 | — | — |