Plan Snapshot
- Plan Sponsor: Cafua Management Company LLC
- Sponsor EIN: 043554864
- Sponsor Address: 280 MERRIMACK STREET, METHUEN, MA, 01844
- Plan Type: 401(k)
- Total Participants: 627
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 627 | $6.7M | $200,354 | $741,436 |
| 2023 | 630 | $5.6M | $86,424 | $693,866 |
| 2022 | 640 | $5.0M | $75,183 | $623,506 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORDKEEPER | $27,283 | — | $27,283 |
| CWM, LLC | ADVISOR | $12,593 | — | $12,593 |
| THE HAYS FINANCIAL GROUP, LLC | ADVISOR | $6,593 | — | $6,593 |
| WOLF & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORDKEEPER
- CWM, LLC — ADVISOR
- THE HAYS FINANCIAL GROUP, LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,469
- Estimated Expense Ratio: 0.694% 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 | $46,470 | — | $6,487 | — | — |
| 2023 | $57,295 | — | — | — | — |
| 2022 | $9,376 | — | — | — | — |