# Cardinal Group Management & Advisory LLC 401(k) Plan
Source: https://planprovider.pro/companies/cardinal-group-management-advisory-llc-401k-plan

> Cardinal Group Management & Advisory LLC's 401(k) plan: 2,467 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardinal Group Management & Advisory LLC

- **Sponsor EIN:** 263023643

- **Sponsor Address:** 4100 E MISSISSIPPI AVE, DENVER, CO, 80246

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

- **Total Participants:** 2,467

- **Total Assets:** $20.5M

## 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|2,467|$20.5M|$1.7M|$3.4M|

| 2023|1,024|$15.3M|$1.4M|$2.7M|

| 2022|910|$10.8M|$1.3M|$2.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$64,146|—|$64,146|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $64,146

- **Estimated Expense Ratio:** 0.313% 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|$108,851|—|—|—|—|

| 2023|$88,103|$25,117|—|—|—|

| 2022|$90,410|—|—|—|—|

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