Plan Snapshot
- Plan Sponsor: Cardenas Markets LLC
- Sponsor EIN: 813888170
- Sponsor Address: 2501 E GUASTI ROAD, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 4,881
- Total Assets: $12.6M
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 | 4,881 | $12.6M | $1.4M | $2.5M |
| 2023 | 4,532 | $8.7M | $0 | $1.6M |
| 2022 | 4,740 | $6.9M | $98,204 | $1.5M |
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 |
|---|---|---|---|---|
| COHNREZNICK | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $83,740 | $1,931 | — | — | — |
| 2023 | $84,954 | $682 | — | — | — |
| 2022 | $56,886 | — | — | — | — |