Plan Snapshot
- Plan Sponsor: Csco
- Sponsor EIN: 833627607
- Sponsor Address: 2000 CENTREGREEN WAY, CARY, NC, 27513
- Plan Type: 401(k)
- Total Participants: 334
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 334 | $44.1M | $1.9M | $4.0M |
| 2023 | 315 | $38.1M | $1.8M | $3.7M |
| 2022 | 292 | $20.0M | $2.0M | $4.0M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | INVESTMENT/FINANCIAL ADVI | $40,424 | — | $40,424 |
| MORGAN STANLEY GLOBAL BANKING OPERA | INVESTMENT/FINANCIAL ADVI | $16,711 | — | $16,711 |
| ADP, INC. | RECORD KEEPER | $6,559 | — | $6,559 |
| ASHTON TREVETHAN AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — INVESTMENT/FINANCIAL ADVI
- MORGAN STANLEY GLOBAL BANKING OPERA — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,694
- Estimated Expense Ratio: 0.144% 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 | $63,696 | $57,136 | — | — | — |
| 2023 | $8,790 | — | — | — | — |
| 2022 | $6,710 | — | — | — | — |