Plan Snapshot
- Plan Sponsor: Cardinal Services, INC.
- Sponsor EIN: 930985752
- Sponsor Address: 170 S 2ND ST #200, COOS BAY, OR, 97420
- Plan Type: 401(k)
- Total Participants: 1,159
- Total Assets: $20.3M
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 | 1,159 | $20.3M | $779,190 | $1.8M |
| 2023 | 1,115 | $16.6M | $684,331 | $1.7M |
| 2022 | 1,052 | $13.5M | $685,647 | $1.7M |
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 |
|---|---|---|---|---|
| SLAVIC INTEGRATED ADMINISTRATION | TPA | $139,902 | — | $139,902 |
| CARDINAL SERVICES, INC. | PLAN ADMINISTRATOR | $24,426 | — | $24,426 |
| SLAVIC MUTUAL FUND MANAGEMENT CORP | INVESTMENT MANAGEMENT | $15,961 | — | $15,961 |
| EIDE BAILLY, LLP | Auditor | $12,106 | — | $12,106 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $192,395
- Estimated Expense Ratio: 0.949% 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 | $208,791 | $32,355 | $164,330 | $12,106 | — |
| 2023 | $165,884 | $11,304 | $117,220 | — | — |
| 2022 | $153,635 | $8,122 | $145,513 | — | — |