2023 Form 5500 filing — Cadence Education LLC 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250822114240NAL0005091729001) for Cadence Education LLC 401(K) Savings Plan, reported by Cadence Education LLC under EIN 86-0793666 and plan number 001. It reports 7,365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250822114240NAL0005091729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cadence Education LLC
- EIN
- 86-0793666
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 7,365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,710,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,710,448
- Employer contributions
- $349,422
- Participant contributions
- $1,743,892
- Total income / additions
- $4,596,362
- Benefits paid
- $1,353,814
- Administrative expenses
- $74,973
- Total expenses
- $1,460,160
- Net increase / (decrease)
- $3,136,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $54,983 | $0 |
| Creative Planning Holdco LLC Dba Cr | INVESTMENT ADVISOR | $18,750 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,240 | not reported in the loaded dataset |