# Cavalier Distributing Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cavalier-distributing-company-inc-401k-plan

> Cavalier Distributing Company, INC.'s 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cavalier Distributing Company, INC.

- **Sponsor EIN:** 311356420

- **Sponsor Address:** 4650 LAKE FOREST DRIVE, BLUE ASH, OH, 45242

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

- **Total Participants:** 331

- **Total Assets:** $11.4M

## 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|331|$11.4M|$677,971|$919,681|

| 2023|324|$9.3M|$632,755|$871,122|

| 2022|328|$7.1M|$626,311|$811,499|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$39,937|—|$39,937|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,937

- **Estimated Expense Ratio:** 0.350% 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|$39,937|—|$39,937|—|—|

| 2023|$34,741|—|$34,741|—|—|

| 2022|$29,413|—|$29,413|—|—|

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