Plan Snapshot
- Plan Sponsor: Cantex Continuing Care Network, LLC
- Sponsor EIN: 261252206
- Sponsor Address: 2537 GOLDEN BEAR DRIVE, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 3,883
- Total Assets: $24.0M
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 | 3,883 | $24.0M | $371,691 | $2.7M |
| 2023 | 4,315 | $20.2M | $269,044 | $2.4M |
| 2022 | 4,114 | $17.0M | $246,109 | $2.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $94,219 | — | $94,219 |
| FROST WEALTH ADVISORS | INVESTMENT ADVISORY | $21,292 | — | $21,292 |
| COHNREZNICK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- FROST WEALTH ADVISORS — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,511
- Estimated Expense Ratio: 0.482% 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 | $118,037 | $21,292 | — | — | — |
| 2023 | $28,907 | — | — | — | — |
| 2022 | $27,239 | — | — | — | — |