# Litchfield Cavo LLP 401(k) Plan
Source: https://planprovider.pro/companies/litchfield-cavo-llp-plan-001

> Litchfield Cavo LLP's 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Litchfield Cavo LLP

- **Sponsor EIN:** 364255570

- **Sponsor Address:** 303 W MADISON ST STE 300, CHICAGO, IL, 60606

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

- **Total Participants:** 413

- **Total Assets:** $98.5M

## 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|413|$98.5M|$1.8M|$4.0M|

| 2023|407|$93.2M|$1.7M|$4.2M|

| 2022|423|$81.2M|$1.7M|$3.9M|

## 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|

| ADP, INC.|RECORD KEEPER|$67,679|—|$67,679|

| UBS FINANCIAL SERVICES, INC.|INVESTMENT/FINANCIAL ADVI|$37,526|—|$37,526|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [UBS FINANCIAL SERVICES, INC.](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT/FINANCIAL ADVI

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $105,205

- **Estimated Expense Ratio:** 0.107% 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|$105,205|$37,526|—|—|—|

| 2023|$99,700|$37,500|—|—|—|

| 2022|$101,308|—|—|—|—|

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