Plan Snapshot
- Plan Sponsor: Cavu Holdings (Amer) INC.
- Sponsor EIN: 371779741
- Sponsor Address: 101 N WACKER DRIVE, SUITE 101A, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $1.6M
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 | 301 | $1.6M | $114,564 | $235,743 |
| 2023 | 234 | $1.5M | $88,327 | $156,410 |
| 2022 | 223 | $1.1M | $65,209 | $127,139 |
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 |
|---|---|---|---|---|
| TIGHE, KRESS & ORR | Auditor | — | — | $0 |
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 | $4,390 | — | — | — | — |
| 2023 | $2,675 | — | — | — | — |
| 2022 | $4,325 | — | — | — | $4,325 |