Plan Snapshot
- Plan Sponsor: Cpg Property Services LLC
- Sponsor EIN: 921202146
- Sponsor Address: 5355 TOWN CENTER ROAD, BOCA RATON, FL, 33486
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 248 | $15.4M | $301,149 | $1.8M |
| 2023 | 233 | $12.8M | $265,202 | $1.6M |
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 |
|---|---|---|---|---|
| CBIZ FINANCIAL SOLUTIONS INC | Investment Advisor | $36,961 | — | $36,961 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $31,086 | — | $31,086 |
| CBIZ RETIREMENT PLAN SERVICES | Insurance Carrier | $9,854 | — | $9,854 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,857 | — | $5,857 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $83,758
- Estimated Expense Ratio: 0.543% 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 | $86,140 | $42,817 | — | — | — |
| 2023 | $68,617 | $33,902 | — | — | — |