Plan Snapshot
- Plan Sponsor: Cavan Construction Company, INC.
- Sponsor EIN: 231689017
- Sponsor Address: 274 BODLEY ROAD, ASTON, PA, 19014
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $9.3M
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 | 186 | $9.3M | $183,184 | $553,491 |
| 2023 | 155 | $7.9M | $179,449 | $510,080 |
| 2022 | 157 | $7.1M | $170,763 | $497,235 |
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 |
|---|---|---|---|---|
| WHISMAN GIORDANO & ASSOC LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHISMAN GIORDANO & ASSOC LLC — 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 | $13,612 | — | — | — | — |
| 2023 | $6,906 | — | — | — | — |
| 2022 | $5,469 | — | — | — | $5,469 |