# California Casualty Management Company 401(k) Plan
Source: https://planprovider.pro/companies/california-casualty-management-company-401k-plan-002

> California Casualty Management Company's 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California Casualty Management Company

- **Sponsor EIN:** 940575650

- **Sponsor Address:** 1875 S. GRANT STREET, SAN MATEO, CA, 94402

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

- **Total Participants:** 568

- **Total Assets:** $115.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|568|$115.4M|$996,605|$2.0M|

| 2023|579|$115.6M|$676,505|$2.4M|

| 2022|639|$116.8M|$2.0M|$3.7M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,671|—|$33,671|

| CBIZ CPAS P.C.|ACCOUNTANT/AUDITOR|$19,621|—|$19,621|

| ORRICK HERRINGTON SUTCLIFFE LLP|ATTORNEY/LEGAL|$13,031|—|$13,031|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,323

- **Estimated Expense Ratio:** 0.057% 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|$68,457|$33,671|—|$19,621|—|

| 2023|$59,974|$36,847|—|$20,584|—|

| 2022|$87,578|$53,821|—|—|—|

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