Plan Snapshot
- Plan Sponsor: Cua Opco, LLC
- Sponsor EIN: 812954717
- Sponsor Address: 10200 GRAND CENTRAL AVE - SUITE 220, OWINGS MILLS, MD, 21117
- Plan Type: DC
- Total Participants: 1,179
- Total Assets: $170.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,179 | $170.8M | $9.3M | $8.1M |
| 2023 | 1,120 | $148.4M | $8.3M | $7.6M |
| 2022 | 1,177 | $125.8M | $7.7M | $7.5M |
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 |
|---|---|---|---|---|
| ELLIN & TUCKER, CHARTERED | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER, CHARTERED — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $333,549 | $55,000 | $79,000 | — | — |
| 2023 | $331,932 | $55,000 | $67,865 | — | — |
| 2022 | $319,919 | — | $319,919 | — | — |