Plan Snapshot
- Plan Sponsor: Cadence Education LLC
- Sponsor EIN: 860793666
- Sponsor Address: 8800 N GAINEY CENTER DR. STE. 300, SCOTTSDALE, AZ, 852582165
- Plan Type: 401(k)
- Total Participants: 8,416
- Total Assets: $20.9M
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 | 8,416 | $20.9M | $991,933 | $2.9M |
| 2023 | 7,473 | $15.7M | $349,422 | $1.7M |
| 2022 | 6,735 | $11.7M | $0 | $1.3M |
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 |
|---|---|---|---|---|
| CBIZ CPA'S P.C. | 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 | $91,862 | $20,462 | — | — | — |
| 2023 | $74,973 | $19,990 | — | — | — |
| 2022 | $37,135 | — | $37,135 | — | — |