Plan Snapshot
- Plan Sponsor: Cavco Industries, INC.
- Sponsor EIN: 562405642
- Sponsor Address: 3636 N CENTRAL AVE, PHOENIX, AZ, 85012
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 6,470
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 6,470 | $0 | $0 | $0 |
| 2024 | 6,389 | $0 | $0 | $0 |
| 2023 | 6,446 | $0 | $0 | $0 |
| 2022 | 6,464 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| CVSHEALTH | Other Service Provider | $13,997,447 | — | $13,997,447 |
| UHC (SUREST) | Other Service Provider | $2,550,243 | — | $2,550,243 |
| UNITED HEALTHCARE SERVICES | Other Service Provider | $440,832 | — | $440,832 |
| DELTA DENTAL OF ARIZONA | Other Service Provider | $164,031 | — | $164,031 |
| WEX INC. | Other Service Provider | $69,509 | — | $69,509 |
| ASSUREDPARTNERS OF ARIZONA | Investment Advisor | — | $43,729 | $43,729 |
| IMA, INC. (SUREST) | Investment Advisor | — | $32,834 | $32,834 |
| IMA, INC. | Other Service Provider | — | $12,491 | $12,491 |
| IMA, INC. | Investment Advisor | — | $11,898 | $11,898 |
| ASSUREDPARTNERS OF ARIZONA LLC | Investment Advisor | — | $8,880 | $8,880 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,331,894
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |