Cae Enterprise, LLC Dba Harrison Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cae Enterprise, LLC Dba Harrison Group, INC.
  • Sponsor EIN: 471912423
  • Sponsor Address: 305 2ND STREET SE #400, CEDAR RAPIDS, IA, 52401
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$4.6M$96,393$275,449
202320$4.1M$111,674$261,132
202225$2.7M$120,317$293,244

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