Plan Snapshot
- Plan Sponsor: Cantor Fitzgerald LP And Bgc Group INC As Co-Sponsors
- Sponsor EIN: 133680189
- Sponsor Address: 110 EAST 59TH STREET, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 2,296
- Total Assets: $441.9M
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 | 2,296 | $441.9M | $1.7M | $31.2M |
| 2023 | 2,095 | $382.2M | $1.3M | $27.7M |
| 2022 | 2,017 | $322.6M | $843,502 | $25.7M |
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 |
|---|---|---|---|---|
| ADVISORTRUST | DIRECTED TRUSTEE | $191,102 | — | $191,102 |
| IFA BENFITS | BROKER | $187,247 | — | $187,247 |
| BRINKER CAPITAL HOLDINGS, INC. | INVESTMENT MANAGER | $187,000 | — | $187,000 |
| PROFESSIONAL CAPITAL SERVICES, LLC | CONTRACT ADMINISTRATOR | $124,550 | — | $124,550 |
| ERNST AND YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADVISORTRUST — DIRECTED TRUSTEE
- ERNST AND YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,899
- Estimated Expense Ratio: 0.156% 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 | $689,898 | $374,247 | $315,651 | — | — |
| 2023 | $606,616 | $363,347 | $243,269 | — | — |
| 2022 | $614,996 | $351,999 | $262,997 | — | — |