Plan Snapshot
- Plan Sponsor: Candlelight Cabinetry, INC.
- Sponsor EIN: 223025529
- Sponsor Address: 24 MICHIGAN STREET, LOCKPORT, NY, 14094
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $8.9M
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 | 252 | $8.9M | $293,598 | $574,049 |
| 2023 | 191 | $7.9M | $223,430 | $497,997 |
| 2022 | 192 | $7.0M | $212,284 | $409,469 |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPA'S PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPA'S PLLC — 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 | $71,840 | — | $71,840 | — | — |
| 2023 | $68,940 | — | $68,940 | — | — |
| 2022 | $14,336 | — | — | — | $14,336 |