# Cardinal Financial Company, Limited Partnership 401(k) Plan
Source: https://planprovider.pro/companies/cardinal-financial-company-limited-partnership-401k-plan

> Cardinal Financial Company, Limited Partnership's 401(k) plan: 1,029 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardinal Financial Company, Limited Partnership

- **Sponsor EIN:** 232470039

- **Sponsor Address:** 3701 ARCO CORPORATE DRIVE, CHARLOTTE, NC, 282737204

- **Plan Type:** 401(k)

- **Total Participants:** 1,029

- **Total Assets:** $84.6M

## 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|1,029|$84.6M|$878,172|$7.3M|

| 2023|1,753|$97.1M|$2.0M|$11.5M|

| 2022|2,590|$87.9M|$3.9M|$15.7M|

## 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|

| RICHEY MAY & CO|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RICHEY MAY & CO](https://planprovider.pro/provider/retirement-plan-consultants) — Auditor

## 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|$474,968|$106,863|$314,980|—|—|

| 2023|$450,456|$23,839|$399,742|—|—|

| 2022|$451,079|$79,980|$371,099|—|—|

## Similar Plans

- [Wyndham Capital Mortgage, INC](https://planprovider.pro/companies/wyndham-capital-mortgage-inc-401k-plan) — 171 participants

- [American Security Mortgage Corp.](https://planprovider.pro/companies/american-security-mortgage-corp-401k-plan) — 142 participants

- [Goprime Mortgage, INC.](https://planprovider.pro/companies/goprime-mortgage-plan-001) — 74 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cardinal-financial-company-limited-partnership-401k-plan)

© 2026 PlanProvider.Pro