# Caviness & Cates Building And 401(k) Plan
Source: https://planprovider.pro/companies/caviness-cates-building-and-401k-plan

> Caviness & Cates Building And's 401(k) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caviness & Cates Building And

- **Sponsor EIN:** 562119964

- **Sponsor Address:** 639 EXECUTIVE PLACE, FAYETTEVILLE, NC, 28305

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

- **Total Participants:** 134

- **Total Assets:** $5.3M

## 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|134|$5.3M|$240,633|$699,301|

| 2023|147|$4.2M|$258,336|$728,506|

| 2022|168|$2.9M|$257,435|$659,887|

## 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|

| ELLIOTT GROUP CPAS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ELLIOTT GROUP CPAS, PLLC](https://planprovider.pro/provider/elliott-group-cpas-pllc) — 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|$4,182|$557|$3,125|—|—|

| 2023|$1,959|$184|$1,425|—|—|

| 2022|$1,962|—|—|—|—|

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