# Cn Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cn-holdings-inc-401k-plan

> Cn Holdings, INC.'s 401(k) plan: 105 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cn Holdings, INC.

- **Sponsor EIN:** 020359171

- **Sponsor Address:** 217 BILLINGS FARM ROAD, WHITE RIVER JUNCTION, VT, 05001

- **Plan Type:** 401(k)

- **Total Participants:** 105

- **Total Assets:** $16.2M

## 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|105|$16.2M|$0|$860,169|

| 2023|91|$14.9M|$0|$815,745|

| 2022|84|$13.9M|$0|$731,405|

## 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|

| TRG INVESTMENT ADVISORS LLC|ADVISOR|$23,726|—|$23,726|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,250|—|$22,250|

| TSS FINANCIAL PARTNERS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRG INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/trg-investment-advisors-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,976

- **Estimated Expense Ratio:** 0.285% 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|$46,766|$23,726|—|—|—|

| 2023|$52,445|$21,859|—|$9,386|—|

| 2022|$52,210|—|—|—|—|

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