# Cadence Sl Windham Fresno LLC 401(k) Plan
Source: https://planprovider.pro/companies/cadence-sl-windham-fresno-llc-401k-plan

> Cadence Sl Windham Fresno LLC's 401(k) plan: 1,428 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Cadence Sl Windham Fresno LLC

- **Sponsor EIN:** 831684613

- **Sponsor Address:** 3300 DOUGLAS BLVD, ROSEVILLE, CA, 95661

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

- **Total Participants:** 1,428

- **Total Assets:** $5.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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.|

| 2023|1,428|$5.1M|$512,278|$1.9M|

| 2022|1,245|$2.6M|$379,123|$1.5M|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$109,760|—|$109,760|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$22,870|—|$22,870|

| STONEHENGE RETIREMENT PLANNERS LLC|ADVISOR|$16,536|—|$16,536|

| LEE CPA AUDIT GROUP|Auditor|$10,787|—|$10,787|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $159,953

- **Estimated Expense Ratio:** 3.142% 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|

| 2023|$67,186|$10,810|$44,729|$10,787|—|

| 2022|$96,452|$4,774|$91,678|—|—|

## Similar Plans

- [Asana INC.](https://planprovider.pro/companies/asana-inc-401k-plan) — 1,402 participants

- [Wasserman Media Group, LLC](https://planprovider.pro/companies/wasserman-media-group-llc-401k-plan) — 1,460 participants

- [Five9, INC.](https://planprovider.pro/companies/five9-inc-401k-plan) — 1,501 participants

- [Hinge Health, INC.](https://planprovider.pro/companies/hinge-health-inc-401k-plan) — 1,300 participants

- [Canon Medical Systems Usa, INC.](https://planprovider.pro/companies/canon-medical-systems-usa-inc-401k-plan) — 1,296 participants

- [Rakuten Usa](https://planprovider.pro/companies/rakuten-usa-401k-plan) — 1,567 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cadence-sl-windham-fresno-llc-401k-plan)

© 2026 PlanProvider.Pro