Plan Snapshot
- Plan Sponsor: Cadwell Industries INC.
- Sponsor EIN: 911089859
- Sponsor Address: 909 N KELLOGG ST, KENNEWICK, WA, 99336
- Plan Type: 401(k)
- Total Participants: 341
- Total Assets: $41.9M
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 | 341 | $41.9M | $613,176 | $2.6M |
| 2023 | 217 | $37.5M | $483,474 | $2.3M |
| 2022 | 361 | $34.4M | $476,260 | $2.1M |
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 |
|---|---|---|---|---|
| NORTHWEST CPA GROUP LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHWEST CPA GROUP LLC — Auditor
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 | -$36,789 | $2,554 | — | — | — |
| 2023 | -$11,879 | $4,065 | — | — | — |
| 2022 | -$8,177 | $3,726 | — | — | — |