Plan Snapshot
- Plan Sponsor: Cantoni, LP
- Sponsor EIN: 752938626
- Sponsor Address: 4800 ALPHA ROAD, DALLAS, TX, 75244
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $14.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | $14.3M | $69,739 | $883,882 |
| 2023 | 153 | $14.1M | $77,472 | $863,127 |
| 2022 | 142 | $12.3M | $77,559 | $823,016 |
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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | BROKER/ADVISER | — | $33,677 | $33,677 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | — | $10,000 | $10,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $43,677
- Estimated Expense Ratio: 0.306% 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 | $9,173 | $4,696 | — | — | — |
| 2023 | $7,063 | $5,638 | — | — | — |
| 2022 | $5,370 | — | $5,370 | — | — |