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Original filing (PDF)20250912123504NAL0003591570001
CADENT, LLC
Form 5500
FILING_RECEIVED
CADENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
600
Accounts w/ balance
450
Plan assets (EOY)
$94.8M
Net assets (EOY)
$94.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CADENT, LLC.
Plan sponsor
Name
CADENT, LLC
EIN
26-0489194
Address
1675 BROADWAY · 22ND FLR · NEW YORK, NY · 10019
Phone
(212) 796-1960
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $74K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $33K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISCHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
31 direct securities · 1 pooled fund· $54.3M(57% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$52.6M
31 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $8.1M | 8.5% | |
| Vanguard Trust Company Target Retirement 2045 Fund Investor Shares | — | — | — | $5.1M | 5.4% | |
| Vanguard Trust Company Target Retirement 2035 Fund Investor Shares | — | — | — | $4.7M | 5.0% | |
| AB Large Cap Growth Z | — | — | — | $4.5M | 4.7% | |
| Vanguard Trust Company Target Retirement 2055 Fund Investor Shares | — | — | — | $4.2M | 4.4% | |
| Vanguard Trust Company Target Retirement 2050 Fund Investor Shares | — | — | — | $4.1M | 4.4% | |
| Vanguard Trust Company Target Retirement 2040 Fund Investor Shares | — | — | — | $4.1M | 4.3% | |
| Vanguard Trust Company Target Retirement 2060 Fund Investor Shares | — | — | — | $2.2M | 2.3% | |
| Vanguard Trust Company Target Retirement 2030 Fund Investor Shares | — | — | — | $2.0M | 2.1% | |
| American Funds Washington Mutual Investors Fund Class R-6 | — | — | — | $1.9M | 2.0% | |
| Fidelity Management Trust Company Mid Cap Index Fund | — | — | — | $1.9M | 2.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 1.8% | |
| Fidelity Management Trust Company International Index Fund | — | — | — | $1.5M | 1.6% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $1.2M | 1.3% | |
| Fidelity Management Trust Company Small Cap Index Fund | — | — | — | $1.1M | 1.2% | |
| Guggenheim Total Return Bond R6 | — | — | — | $627K | 0.7% | |
| Columbia Dividend Income Fund Class I3 | — | — | — | $581K | 0.6% | |
| Wells Fargo Asset Management Special Mid Cap Value Fund - Class R6 | — | — | — | $564K | 0.6% | |
| Vanguard Trust Company Target Retirement 2025 Fund Investor Shares | — | — | — | $550K | 0.6% | |
| Vanguard Trust Company Target Retirement 2065 Fund Investor Shares | — | — | — | $468K | 0.5% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | — | — | — | $440K | 0.5% | |
| Dimensional Fund Advisors (DFA) DFA US Targeted Value Portfolio Institutional Class | — | — | — | $395K | 0.4% | |
| Vanguard Trust Company Target Retirement Income Fund Investor Shares | — | — | — | $387K | 0.4% | |
| American Funds New World Fund Class R-6 | — | — | — | $386K | 0.4% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.5% | — | — | — | $327K | 0.3% | |
| Dimensional Fund Advisors (DFA) Real Estate Securities Portfolio Institutional Class | — | — | — | $321K | 0.3% | |
| Vanguard Trust Company Vanguard Explorer Fund Admiral Shares | — | — | — | $307K | 0.3% | |
| Vanguard Trust Company International Value Fund | — | — | — | $250K | 0.3% | |
| BlackRock Global Allocation Fund, Inc. Class K | — | — | — | $150K | 0.2% | |
| Vanguard Trust Company Total International Bond Index Fund Admiral | — | — | — | $100K | 0.1% | |
| Nuveen Investments Preferred Securities & Income Fund Class I | — | — | — | $90K | <0.1% | |
| Vanguard Trust Company Target Retirement 2020 Fund Investor Shares | — | — | — | $8K | <0.1% |
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