Cadence Education LLC 401(K) Savings Plan — Form 5500 plan (Cadence Education LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cadence Education LLC 401(K) Savings Plan is a benefit plan reported by Cadence Education LLC under EIN 86-0793666 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,365 participants and $15,710,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cadence Education LLC
- EIN
- 86-0793666
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 7,365
- End-of-year plan assets
- $15,710,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,365 | H, C | 20250822114240NAL0005091729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,710,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,710,448
- Net assets (BOY)
- $11,709,095
Income & contributions
- Employer contributions
- $349,422
- Participant contributions
- $1,743,892
- Total contributions
- $2,397,574
- Total income / additions
- $4,596,362
Expenses & distributions
- Benefits paid
- $1,353,814
- Administrative expenses
- $74,973
- Total expenses
- $1,460,160
- Net increase / (decrease)
- $3,136,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $54,983 | $0 | 2023 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $18,750 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cadence Education LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning Holdco LLC Dba Cr — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation