# Caire, INC. 401(k) Plan
Source: https://planprovider.pro/companies/caire-inc-411739055-001

> Caire, INC.'s 401(k) plan: 450 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caire, INC.

- **Sponsor EIN:** 411739055

- **Sponsor Address:** 2200 AIRPORT INDUSTRIAL BLVD., BALL GROUND, GA, 30107

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **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.|

| 2024|450|$45.0M|$2.3M|$3.5M|

| 2023|432|$41.1M|$1.1M|$3.1M|

| 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$175,538|—|$175,538|

| CAMBRIDGE INVESTMENT RESEARCH|Investment Advisor|—|$101,854|$101,854|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $277,392

- **Estimated Expense Ratio:** 0.617% 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|$175,538|—|—|—|—|

| 2023|$143,690|—|—|—|—|

| 2022|$84,569|—|—|—|—|

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