# Cai Software LLC 401(k) Plan
Source: https://planprovider.pro/companies/cai-software-llc-401k-plan

> Cai Software LLC's 401(k) plan: 122 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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