Plan Snapshot
- Plan Sponsor: Cf United LLC
- Sponsor EIN: 364774923
- Sponsor Address: 4130 COVER STREET, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Total Participants: 2,702
- Total Assets: $25.2M
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 | 2,702 | $25.2M | $1.1M | $2.5M |
| 2023 | 2,689 | $22.0M | $1.1M | $2.4M |
| 2022 | 2,497 | $17.6M | $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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN PC — 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 | $30,306 | — | $30,306 | — | — |
| 2023 | $50,018 | — | $50,018 | — | — |
| 2022 | $41,230 | — | $41,230 | — | — |