Plan Snapshot
- Plan Sponsor: Cae Usa, INC.
- Sponsor EIN: 510311065
- Sponsor Address: 5004 AIR CARGO ROAD, TAMPA, FL, 33614
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 5,819
- Total Assets: $655.8M
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. |
|---|---|---|---|---|
| 2025 | 5,819 | $655.8M | $0 | $0 |
| 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. | Other Service Provider | $399,911 | — | $399,911 |
| VANGUARD ADVISERS INC. | Other Service Provider | $253,764 | — | $253,764 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $653,675
- Estimated Expense Ratio: 0.100% 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 |
|---|---|---|---|---|---|
| 2025 | $55,985,894 | $253,764 | — | — | — |
| 2024 | $624,256 | — | — | — | — |
| 2023 | $561,589 | — | $561,589 | — | — |
| 2022 | $521,533 | — | $521,533 | — | — |