Plan Snapshot
- Plan Sponsor: Cdr Maguire, INC.
- Sponsor EIN: 050318211
- Sponsor Address: 11740 SW 80TH ST STE 102, MIAMI, FL, 331834822
- Plan Type: 401(k)
- Total Participants: 784
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 784 | $36.9M | $524,825 | $2.7M |
| 2023 | 775 | $32.6M | $492,362 | $2.2M |
| 2022 | 676 | $14.7M | $379,076 | $1.7M |
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 |
|---|---|---|---|---|
| WEALTH COACH SERVICES CORP | Other Service Provider | $69,284 | — | $69,284 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $35,185 | — | $35,185 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $18,441 | — | $18,441 |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | Other Service Provider | $17,321 | — | $17,321 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,231
- Estimated Expense Ratio: 0.380% 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 | $223,270 | — | — | — | — |
| 2023 | $112,508 | $10,721 | — | — | — |
| 2022 | $90,525 | — | $90,525 | — | — |