Plan Snapshot
- Plan Sponsor: Canidae, LLC.
- Sponsor EIN: 770448323
- Sponsor Address: 3101 STEPHEN F AUSTIN DR, BROWNWOOD, TX, 76801
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 161 | $9.8M | $835,788 | $1.2M |
| 2023 | 133 | $4.5M | $262,998 | $579,590 |
| 2022 | 114 | $3.6M | $326,108 | $643,755 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $24,760 | $18,437 | — | — | — |
| 2023 | $12,412 | $9,066 | — | — | — |
| 2022 | $11,158 | — | — | — | — |