Plan Snapshot
- Plan Sponsor: Cedar Gate Technologies, INC.
- Sponsor EIN: 831798988
- Sponsor Address: 20 GREENWAY PLAZA STE 1000, HOUSTON, TX, 77046
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 270
- Total Assets: $22.7M
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 | 270 | $22.7M | $1.2M | $2.6M |
| 2023 | 249 | $18.3M | $1.1M | $2.5M |
| 2022 | 305 | $14.1M | $1.1M | $2.5M |
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 |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SVCS | Investment Advisor | — | $42,776 | $42,776 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $24,776 | — | $24,776 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $8,084 | — | $8,084 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,636
- Estimated Expense Ratio: 0.333% 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 | $32,860 | $24,776 | — | — | — |
| 2023 | $25,428 | $19,415 | — | — | — |
| 2022 | $24,750 | — | $24,750 | — | — |