Plan Snapshot
- Plan Sponsor: Cai Software LLC
- Sponsor EIN: 471806394
- Sponsor Address: 24 ALBION RD, LINCOLN, RI, 02865
- Plan Type: 401(k)
- Total Participants: 122
- Total Assets: $36.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 122 | $36.3M | $140,068 | $1.4M |
| 2023 | 121 | $32.8M | $181,390 | $1.3M |
| 2022 | 119 | $28.4M | $148,730 | $1.4M |
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 |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $45,357 | $67,582 | — | — | — |
| 2023 | $42,589 | $60,542 | — | — | — |
| 2022 | $49,618 | — | — | — | — |