# Cardinal Point Captains, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cardinal-point-captains-inc-401k-plan

> Cardinal Point Captains, INC.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardinal Point Captains, INC.

- **Sponsor EIN:** 464380003

- **Sponsor Address:** 5005 TEXAS STREET, SUITE 104, SAN DIEGO, CA, 92108

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

- **Total Participants:** 135

- **Total Assets:** $5.0M

## 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|135|$5.0M|$400,514|$426,684|

| 2023|119|$4.2M|$212,700|$509,820|

| 2022|107|$3.2M|$280,069|$389,840|

## 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|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|$59,106|$5,010|—|—|—|

| 2023|$46,530|$3,384|—|—|—|

| 2022|$42,913|$3,662|$39,251|—|—|

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