Plan Snapshot
- Plan Sponsor: Cae Usa, INC.
- Sponsor EIN: 510311065
- Sponsor Address: 5004 AIR CARGO ROAD, TAMPA, FL, 33614
- Plan Type: 401(k)
- Total Participants: 4,354
- Total Assets: $544.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,354 | $544.9M | $17.7M | $43.4M |
| 2023 | 4,484 | $479.6M | $18.7M | $44.8M |
| 2022 | 4,301 | $377.4M | $16.8M | $40.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $405,158 | — | $405,158 |
| VANGUARD ADVISERS INC. | INVESTMENT ADVISORY | $210,818 | — | $210,818 |
| CBIZ MAYER HOFFMAN MCCANN PC | AUDITOR | $25,000 | — | $25,000 |
| PRICEWATERHOUSECOOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
- VANGUARD ADVISERS INC. — INVESTMENT ADVISORY
- PRICEWATERHOUSECOOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $640,976
- Estimated Expense Ratio: 0.118% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $624,256 | — | — | — | — |
| 2023 | $561,589 | — | $561,589 | — | — |
| 2022 | $521,533 | — | $521,533 | — | — |