Plan Snapshot
- Plan Sponsor: Caven Enterprises, Incorporated
- Sponsor EIN: 752029811
- Sponsor Address: 3824 CEDAR SPRINGS RD #440, DALLAS, TX, 75219
- Plan Type: 401(k)
- Total Participants: 69
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 69 | $8.3M | $0 | $65,642 |
| 2023 | 77 | $7.5M | $11,566 | $47,109 |
| 2022 | 80 | $8.5M | $16,311 | $37,822 |
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 |
|---|---|---|---|---|
| VAIL & PARK, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VAIL & PARK, PC — 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 | $103,433 | — | $103,433 | — | — |
| 2023 | $94,276 | $2,623 | $91,653 | — | — |
| 2022 | $86,282 | $8,305 | $77,977 | — | — |