401k Plan data: THE CRADLE SOCIETY 403(B) RETIREMENT PLAN plan

THE CRADLE SOCIETY 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	THE CRADLE SOCIETY 403(B) RETIREMENT PLAN
Plan identification number	003

THE CRADLE SOCIETY 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CRADLE SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE CRADLE SOCIETY

Employer identification number (EIN): 362181994

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CRADLE SOCIETY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 ARLENE JACKSON 2024-08-20
003 2022-01-01 ARLENE JACKSON 2023-10-10
003 2021-01-01 RIA MAJESKE 2022-06-23
003 2020-01-01 MORGAN ARAUJO 2021-10-06 MORGAN ARAUJO 2021-10-06
003 2019-01-01 MORGAN ARAUJO 2020-08-13
003 2018-01-01 MORGAN ARAUJO 2019-07-09
003 2017-01-01 MARTIN SANDOVAL 2018-10-10 MARTIN SANDOVAL 2018-10-10
003 2016-01-01 SARAH LOMBARDI 2017-07-14 SARAH LOMBARDI 2017-07-14
003 2015-01-01 MERRILEE HEPLER 2016-07-11 MERRILEE HEPLER 2016-07-11
003 2014-01-01 MERRILEE HEPLER 2015-07-15 MERRILEE HEPLER 2015-07-15
003 2013-01-01 MERRILEE HEPLER 2014-07-17 MERRILEE HEPLER 2014-07-17
003 2012-01-01 MERRILEE HEPLER 2013-07-18 MERRILEE HEPLER 2013-07-18
003 2011-01-01 MERRILEE HEPLER 2012-07-18
003 2010-01-01 MERRILEE HEPLER 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	ARLENE JACKSON	2024-08-20
003	2022-01-01	ARLENE JACKSON	2023-10-10
003	2021-01-01	RIA MAJESKE	2022-06-23
003	2020-01-01	MORGAN ARAUJO	2021-10-06	MORGAN ARAUJO	2021-10-06
003	2019-01-01	MORGAN ARAUJO	2020-08-13
003	2018-01-01	MORGAN ARAUJO	2019-07-09
003	2017-01-01	MARTIN SANDOVAL	2018-10-10	MARTIN SANDOVAL	2018-10-10
003	2016-01-01	SARAH LOMBARDI	2017-07-14	SARAH LOMBARDI	2017-07-14
003	2015-01-01	MERRILEE HEPLER	2016-07-11	MERRILEE HEPLER	2016-07-11
003	2014-01-01	MERRILEE HEPLER	2015-07-15	MERRILEE HEPLER	2015-07-15
003	2013-01-01	MERRILEE HEPLER	2014-07-17	MERRILEE HEPLER	2014-07-17
003	2012-01-01	MERRILEE HEPLER	2013-07-18	MERRILEE HEPLER	2013-07-18
003	2011-01-01	MERRILEE HEPLER	2012-07-18
003	2010-01-01	MERRILEE HEPLER	2011-07-14

Potentially related plans

THE CRADLE COMPANY 401(K) PLAN [EIN = 411546690]

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Company Name:	THE CRADLE SOCIETY
Employer identification number (EIN):	362181994
NAIC Classification:	624100
NAIC Description:	Individual and Family Services