Plan Snapshot
- Plan Sponsor: Cunova Services Usa LLC
- Sponsor EIN: 251892621
- Sponsor Address: 701 E SPRING ST UNIT 3, TITUSVILLE, PA, 163547815
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $9.3M
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 | 155 | $9.3M | $361,174 | $572,414 |
| 2023 | 160 | $7.8M | $347,664 | $562,060 |
| 2022 | 160 | $6.2M | $335,515 | $533,238 |
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 |
|---|---|---|---|---|
| HILL BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HILL BARTH & KING LLC — 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 | $50,350 | $30,704 | $19,646 | — | — |
| 2023 | $38,570 | $24,073 | $14,497 | — | — |
| 2022 | $34,538 | $21,585 | $12,953 | — | — |