# Cavaliers Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cavaliers-holdings-llc-401k-plan

> Cavaliers Holdings, LLC's 401(k) plan: 460 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cavaliers Holdings, LLC

- **Sponsor EIN:** 202194334

- **Sponsor Address:** ONE CENTER COURT, CLEVELAND, OH, 44115

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

- **Total Participants:** 460

- **Total Assets:** $54.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|460|$54.0M|$1.6M|$4.0M|

| 2023|444|$45.8M|$1.1M|$3.4M|

| 2022|391|$37.0M|$938,438|$2.9M|

## 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|$60,775|—|$60,775|

| COHEN & COMPANY, LTD|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:** $60,775

- **Estimated Expense Ratio:** 0.112% 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|$64,421|—|—|—|—|

| 2023|$86,634|—|—|—|—|

| 2022|$88,939|—|—|—|—|

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