Plan Snapshot
- Plan Sponsor: Cg Infinity, INC.
- Sponsor EIN: 752744352
- Sponsor Address: 5420 WEST PLANO PARKWAY, PLANO, TX, 75093
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $10.4M
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 | 102 | $10.4M | $712,894 | $1.4M |
| 2023 | 128 | $7.6M | $553,099 | $1.1M |
| 2022 | 104 | $4.6M | $448,181 | $878,389 |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — 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 | $4,760 | — | — | — | — |
| 2023 | $4,781 | — | — | — | — |
| 2022 | $300,231 | — | $2,875 | — | — |