# Cadence Education LLC 401(k) Plan
Source: https://planprovider.pro/companies/cadence-education-llc-plan

> Cadence Education LLC's 401(k) plan: 8,416 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$81,192|—|$81,192|

| CREATIVE PLANNING HOLDCO LLC DBA CR|INVESTMENT ADVISOR|$25,000|—|$25,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$5,986|—|$5,986|

| 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:** $112,178

- **Estimated Expense Ratio:** 0.536% 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|$91,862|$20,462|—|—|—|

| 2023|$74,973|$19,990|—|—|—|

| 2022|$37,135|—|$37,135|—|—|

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