Plan Snapshot
- Plan Sponsor: Cantata Health Solutions, LLC
- Sponsor EIN: 813972985
- Sponsor Address: 2303 RANCH ROAD 620 S, LAKEWAY, TX, 78734
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $27.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 125 | $27.8M | $500,094 | $1.0M |
| 2023 | 105 | $25.9M | $319,674 | $928,578 |
| 2022 | 128 | $27.1M | $344,809 | $981,007 |
| 2021 | 0 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL | NONE | $35,000 | — | $35,000 |
| THE VANGUARD GROUP, INC. | NONE | $9,530 | — | $9,530 |
| FUTURE PLAN BY ASCENSUS. | NONE | $6,954 | — | $6,954 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,484
- Estimated Expense Ratio: 0.185% 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 | $51,484 | $35,000 | $9,530 | — | — |
| 2023 | $55,402 | — | $55,402 | — | — |
| 2022 | $50,400 | — | $50,400 | — | — |
| 2021 | $45,881 | — | $45,881 | — | — |