Plan Snapshot
- Plan Sponsor: The Cary Company
- Sponsor EIN: 362358931
- Sponsor Address: 1195 W FULLERTON AVE, ADDISON, IL, 60101
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $18.5M
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 | 242 | $18.5M | $50 | $276,077 |
| 2023 | 233 | $16.8M | $1.0M | $249,649 |
| 2022 | 223 | $14.6M | $964,441 | $95,865 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT | 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 | $121,538 | — | $121,538 | — | — |
| 2023 | $89,227 | $59,113 | $30,114 | — | — |
| 2022 | $72,213 | $62,834 | $9,379 | — | — |