# Cruz Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cruz-associates-inc-401k-plan

> Cruz Associates, INC.'s 401(k) plan: 296 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cruz Associates, INC.

- **Sponsor EIN:** 541768442

- **Sponsor Address:** 6515 GEORGE WASH MEML HWY STE 209, YORKTOWN, VA, 23692

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

- **Total Participants:** 296

- **Total Assets:** $30.6M

## 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|296|$30.6M|$1.5M|$2.0M|

| 2023|273|$25.3M|$1.2M|$1.6M|

| 2022|174|$20.2M|$1.0M|$1.4M|

## 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|

| BDO USA, LLP|THIRD PARTY ADMIN|—|$13,818|$13,818|

| EMPOWER ANNUITY INSURANCE COMPANY|SERVICE PROVIDER|$8,628|—|$8,628|

| CHARLES W. SNADER, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, LLP](https://planprovider.pro/provider/bdo-usa-pc) — THIRD PARTY ADMIN

- [CHARLES W. SNADER, P.C.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,446

- **Estimated Expense Ratio:** 0.073% 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|$9,051|—|—|—|—|

| 2023|$3,132|—|—|—|—|

| 2022|$16,370|—|$16,370|—|—|

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