Plan Snapshot
- Plan Sponsor: Cedar Lake Workforce, LLC
- Sponsor EIN: 364702958
- Sponsor Address: 9901 LINN STATION ROAD, LOUISVILLE, KY, 40223
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $12.5M
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 | 302 | $12.5M | $477,716 | $790,528 |
| 2023 | 307 | $11.6M | $438,174 | $756,785 |
| 2022 | 323 | $10.1M | $360,750 | $675,575 |
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 |
|---|---|---|---|---|
| DEMING, MALONE, LIVESAY & OSTROFF | 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 | $18,964 | — | $18,964 | — | — |
| 2023 | $13,599 | — | $13,599 | — | — |
| 2022 | $12,100 | — | $12,100 | — | — |