# Cask Nx LLC 401(k) Plan
Source: https://planprovider.pro/companies/cask-nx-llc-plan

> Cask Nx LLC's 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cask Nx LLC

- **Sponsor EIN:** 832942740

- **Sponsor Address:** 8910 UNIVERSITY CENTER LANE, SAN DIEGO, CA, 921221029

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

- **Total Participants:** 262

- **Total Assets:** $24.9M

## 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|262|$24.9M|$1.4M|$2.8M|

| 2023|252|$18.3M|$1.3M|$2.5M|

| 2022|233|$12.0M|$1.1M|$2.3M|

## 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|

| EDWARD JONES|INVESTMENT ADVISORY|—|$48,446|$48,446|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$21,337|—|$21,337|

| LEVITZACKS CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEVITZACKS CPAS, LLP](https://planprovider.pro/provider/levitzacks-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,783

- **Estimated Expense Ratio:** 0.280% 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|$21,338|—|$21,338|—|—|

| 2023|$16,824|—|$16,824|—|—|

| 2022|$15,124|—|$15,124|—|—|

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