Plan Ledger DOL Form 5500 · updated monthly

Cadence Sl Windham Fresno LLC401(k)

CADENCE SL WINDHAM FRESNO LLC 401(K) PROFIT SHARING PLAN & TRUST · ROSEVILLE, CA · plan year 2023

Reported admin expense ratio · 2023
1.74%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Cadence Sl Windham Fresno LLC reported $67,186 in plan administrative expenses for 2023: 1.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $359 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 4.28% to 1.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,972nd of 9,483), and 9,763rd of 11,654 in professional & technical services. In 2023, employees put in $3.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,090,567
Participants with balances2,376
Active participants1,428
Employer contributions$512,278
Employee contributions$1,895,577
Employer contribution per active participant$359
Average account balance$2,142
Benefits paid to participants$680,480
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.1M · 2,376 accts · $512K emplr
2022$2.6M · 1,491 accts · $379K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$44,729
Investment management$10,810
Audit (IQPA)$10,787
Trustee / custodial$860
Total administrative$67,186
The Cadence Sl Windham Fresno LLC 401(k) match · 2023
Employer contribution per active participant$359
Median for plans this size$1,308
2023$359 per active participant
2022$305 per active participant

Cadence Sl Windham Fresno LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PAYCHEX, INC. · Contract administrator · Recordkeeping$54,880
ERISA FIDUCIARY SERVICES, INC. · Contract administrator · Recordkeeping$11,435
STONEHENGE RETIREMENT PLANNERS LLC · Contract administrator · Recordkeeping$8,268

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$67,186 · 1.74%
2022$96,452 · 4.28%
Similar plansProfessional & Technical Services · California
Tia, Inc. CA$5.2M · 0.07%
Truvian Sciences, Inc. CA$5.1M · 1.05%
Klientboost Performance CA$5.1M · 0.13%
Kitchen Mart Inc CA$5.1M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831684613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.