Plan Snapshot
- Plan Sponsor: Caire, INC.
- Sponsor EIN: 411739055
- Sponsor Address: 2200 AIRPORT INDUSTRIAL BLVD., BALL GROUND, GA, 30107
- Plan Type: 401(k)
- Total Participants: 450
- Total Assets: $45.0M
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. |
|---|---|---|---|---|
| 2025 | 450 | $45.0M | $0 | $0 |
| 2024 | 432 | $41.1M | $0 | $0 |
| 2023 | 452 | $32.0M | $654,116 | $833,956 |
| 2022 | 0 | $20.0M | $2.4M | $2.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $175,538 | — | — | — | — |
| 2024 | $143,690 | — | — | — | — |
| 2023 | $27,513 | — | — | — | — |
| 2022 | $84,569 | — | — | — | — |