# Cauldwell Wingate Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cauldwell-wingate-company-llc-401k-plan

> Cauldwell Wingate Company, LLC's 401(k) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cauldwell Wingate Company, LLC

- **Sponsor EIN:** 134196323

- **Sponsor Address:** 380 LEXINGTON AVENUE, NEW YORK, NY, 10168

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

- **Total Participants:** 90

- **Total Assets:** $24.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|90|$24.4M|$662,161|$1.4M|

| 2023|105|$22.0M|$701,616|$1.5M|

| 2022|125|$18.6M|$646,491|$1.4M|

## 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|

| CITRIN COOPERMAN & COMPANY|Auditor|—|—|$0|

## 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|$10,613|$7,498|$2,635|—|—|

| 2023|$8,142|—|—|—|—|

| 2022|$3,542|—|—|—|—|

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