# Cnl Financial Group Investment Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cnl-financial-group-investment-management-llc-401k-plan

> Cnl Financial Group Investment Management, LLC's 401(k) plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cnl Financial Group Investment Management, LLC

- **Sponsor EIN:** 274169415

- **Sponsor Address:** 450 SOUTH ORANGE AVE, ORLANDO, FL, 328012813

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

- **Total Participants:** 118

- **Total Assets:** $57.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|118|$57.1M|$648,851|$1.9M|

| 2023|125|$53.0M|$681,663|$2.0M|

| 2022|139|$46.9M|$737,296|$2.0M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$16,647|—|$16,647|

| ADVUS FINANCIAL PARTNERS, LLC|NONE|$13,155|—|$13,155|

| MCDIRMIT DAVIS & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [MCDIRMIT DAVIS & COMPANY, LLC](https://planprovider.pro/provider/mcdirmit-davis-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $29,802

- **Estimated Expense Ratio:** 0.052% 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|$29,802|—|—|—|—|

| 2023|$40,550|—|—|—|—|

| 2022|$46,156|$23,035|—|—|—|

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