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)
- Plan Number: 001
- Total Participants: 3,960
- Total Assets: $518.4M
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. |
|---|---|---|---|---|
| 2025 | 3,960 | $518.4M | $0 | $0 |
| 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 |
|---|---|---|---|---|
| IFA BENFITS | Investment Advisor | $219,899 | — | $219,899 |
| BRINKER CAPITAL HOLDINGS, INC. | Investment Advisor | $194,113 | — | $194,113 |
| ADVISORTRUST | Custodian / Trustee | $183,312 | — | $183,312 |
| PROFESSIONAL CAPITAL SERVICES, LLC | Recordkeeper | $90,150 | — | $90,150 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $687,474
- Estimated Expense Ratio: 0.133% 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 |
|---|---|---|---|---|---|
| 2025 | $35,623,409 | $414,012 | $273,462 | — | — |
| 2024 | $689,898 | $374,247 | $315,651 | — | — |
| 2023 | $606,616 | $363,347 | $243,269 | — | — |
| 2022 | $614,996 | $351,999 | $262,997 | — | — |