Cadrex 401(K) Savings & Retirement Plan — Form 5500 plan (Cadrex 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, Cadrex 401(K) Savings & Retirement Plan is a benefit plan reported by Cadrex LLC under EIN 87-1994223 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $36,048,625 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cadrex LLC
- EIN
- 87-1994223
- Plan number
- 001
- Plan type
- 2
- Location
- Romeoville, IL
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $36,048,625
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | H, C | 20241010100441NAL0020795473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,048,625
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,048,625
- Net assets (BOY)
- $2,987,827
Income & contributions
- Employer contributions
- $1,595,766
- Participant contributions
- $2,210,260
- Total contributions
- $4,821,664
- Total income / additions
- $8,488,329
Expenses & distributions
- Benefits paid
- $9,807,219
- Administrative expenses
- $56,911
- Total expenses
- $9,887,744
- Net increase / (decrease)
- -$1,399,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $56,910 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |