# Cafua Management Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/cafua-management-company-llc-401k-plan

> Cafua Management Company LLC's 401(k) plan: 627 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [CWM, LLC](https://planprovider.pro/provider/carson-wealth-management-group) — ADVISOR

- [THE HAYS FINANCIAL GROUP, LLC](https://planprovider.pro/provider/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|—|—|—|—|

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