# Cantata Health Solutions, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cantata-health-solutions-llc-401k-plan

> Cantata Health Solutions, LLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cantata-health-solutions-llc-401k-plan)

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