# Cnc Software, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cnc-software-inc-plan

> Cnc Software, LLC's 401(k) plan: 372 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cnc Software, LLC

- **Sponsor EIN:** 042835042

- **Sponsor Address:** 671 OLD POST ROAD, TOLLAND, CT, 06084

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

- **Total Participants:** 372

- **Total Assets:** $71.2M

## 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.|

| 2025|372|$71.2M|$0|$0|

| 2024|231|$62.2M|$550,000|$2.8M|

| 2023|228|$61.1M|$492,121|$3.0M|

| 2022|222|$53.7M|$449,873|$2.8M|

## 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|

| RBC CAPITAL MARKETS, LLC|INVESTMENT ADVISORY|—|$75,000|$75,000|

| SCP RETIREMENT SERVICES LLC|THIRD PARTY ADMIN|—|$15,442|$15,442|

| MORNINGSTAR|INVESTMENT ADVISORY|—|$9,159|$9,159|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RBC CAPITAL MARKETS, LLC](https://planprovider.pro/provider/royal-bank-of-canada) — INVESTMENT ADVISORY

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $99,601

- **Estimated Expense Ratio:** 0.140% 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|

| 2025|$147,404|$15,750|$129,138|—|—|

| 2024|$172,104|—|—|—|—|

| 2023|$108,643|—|—|—|—|

| 2022|$115,421|—|$115,421|—|—|

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