Plan Snapshot
- Plan Sponsor: Cardinal Systems, INC.
- Sponsor EIN: 232078490
- Sponsor Address: 250 ROUTE 61 S, SCHUYLKILL HAVEN, PA, 179729708
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $15.7M
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 | 210 | $15.7M | $441,230 | $714,835 |
| 2023 | 233 | $14.9M | $195,768 | $719,174 |
| 2022 | 221 | $15.3M | $206,638 | $726,549 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — 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 | $180,968 | $30,348 | $26,678 | — | — |
| 2023 | $25,072 | — | $17,824 | — | — |
| 2022 | $1,787 | $1,787 | — | — | — |