Plan Snapshot
- Plan Sponsor: Cde Services, LLC
- Sponsor EIN: 581878009
- Sponsor Address: 1200 WILLIAMS DRIVE SUITE 1210, MARIETTA, GA, 30066
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 0 | $0 | $170,516 | $360,669 |
| 2023 | 87 | $6.6M | $326,280 | $586,392 |
| 2022 | 111 | $5.8M | $322,570 | $561,044 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | Auditor | — | — | $0 |
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 | $33,951 | $13,590 | — | — | — |
| 2023 | $52,802 | $21,256 | $27,521 | — | — |
| 2022 | $47,303 | $18,786 | $24,855 | — | $3,662 |