# Kadiant, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kadiant-llc-401k-plan

> Kadiant, LLC's 401(k) plan: 2,008 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kadiant, LLC

- **Sponsor EIN:** 833935694

- **Sponsor Address:** 850 TOWBIN AVE, LAKEWOOD, NJ, 08701

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

- **Total Participants:** 2,008

- **Total Assets:** $9.9M

## 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|2,008|$9.9M|$58,753|$1.4M|

| 2023|1,237|$8.0M|$29,753|$1.0M|

| 2022|589|$8.3M|$407,236|$1.2M|

## 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|$68,057|—|$68,057|

| MERRILL LYNCH|INVESTMENT ADVISOR|$41,541|—|$41,541|

| ASCENSUS HOLDINGS DBA FUTUREPLAN|CONTRACT ADMIN|—|$23,192|$23,192|

| INTAC ACTUARIAL SERVICES|CONTRACT ADMIN|$8,831|—|$8,831|

| FASTEN HALBERSTAM LLP|AUDITOR|$7,500|—|$7,500|

### Verified Provider Profiles

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

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

- [FASTEN HALBERSTAM LLP](https://planprovider.pro/provider/fasten-halberstam-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,121

- **Estimated Expense Ratio:** 1.499% 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|$117,166|$114,196|—|—|—|

| 2023|$78,100|$40,398|—|—|—|

| 2022|$95,344|$1,553|—|—|—|

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