Plan Snapshot
- Plan Sponsor: Cavender Stores, L.P.
- Sponsor EIN: 742648471
- Sponsor Address: 7820 SOUTH BROADWAY, TYLER, TX, 75703
- Plan Type: 401(k)
- Total Participants: 1,488
- Total Assets: $48.5M
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 | 1,488 | $48.5M | $1.4M | $2.5M |
| 2023 | 1,756 | $43.2M | $1.3M | $2.2M |
| 2022 | 1,334 | $36.9M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $21,925 | — | $21,925 |
| HENRY & PETERS, PC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- HENRY & PETERS, PC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,925
- Estimated Expense Ratio: 0.045% 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 | $21,925 | — | — | — | — |
| 2023 | $19,977 | — | — | — | — |
| 2022 | $16,822 | — | — | — | — |