# Cultivate Administrative Services 401(k) Plan
Source: https://planprovider.pro/companies/cultivate-administrative-services-401k-plan

> Cultivate Administrative Services's 401(k) plan: 899 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cultivate Administrative Services

- **Sponsor EIN:** 853950335

- **Sponsor Address:** 1272 BOND STREET, NAPERVILLE, IL, 60563

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

- **Total Participants:** 899

- **Total Assets:** $7.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|899|$7.8M|$452,015|$1.4M|

| 2023|788|$5.6M|$537,711|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$53,994|—|$53,994|

| ALLIANT INSURANCE SERVICES INC|INVESTMENT ADVISOR|$22,965|—|$22,965|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|$13,900|$6,561|$20,461|

| PRICEKUBECKA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,420

- **Estimated Expense Ratio:** 1.249% 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|$90,690|—|$90,690|—|—|

| 2023|$85,830|—|$85,830|—|—|

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