# Caddick Utilities LLC 401(k) Plan
Source: https://planprovider.pro/companies/caddick-utilities-llc-401k-plan

> Caddick Utilities LLC's 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caddick Utilities LLC

- **Sponsor EIN:** 263945873

- **Sponsor Address:** 254 S. MAIN ST., AMBLER, PA, 19002

- **Plan Type:** 401(k)

- **Total Participants:** 120

- **Total Assets:** $25.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|120|$25.6M|$869,275|$694,024|

| 2023|119|$22.6M|$824,979|$665,064|

| 2022|126|$19.3M|$825,624|$683,726|

## 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|

| ANSEL & ASSOCIATES, CPAS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$65,613|$37,674|$9,206|—|—|

| 2023|$10,904|—|$10,904|—|—|

| 2022|$5,375|—|$5,375|—|—|

## Similar Plans

- [Health Sciences Construction Group, Ltd](https://planprovider.pro/companies/health-sciences-construction-group-ltd-401k-plan) — 120 participants

- [W.G. Tomko, Incorporated](https://planprovider.pro/companies/w-g-tomko-incorporated-401k-plan) — 118 participants

- [Neuber Environmental Services, INC.](https://planprovider.pro/companies/neuber-environmental-services-inc-401k-plan) — 122 participants

- [P.W. Campbell Contracting Company](https://planprovider.pro/companies/p-w-campbell-contracting-company-401k-plan) — 115 participants

- [Boyle Construction, INC.](https://planprovider.pro/companies/boyle-construction-inc-401k-plan) — 112 participants

- [Allegheny Contracting, LLC](https://planprovider.pro/companies/allegheny-contracting-llc-plan-001) — 106 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caddick-utilities-llc-401k-plan)

© 2026 PlanProvider.Pro