# California Casualty Management Company 401(k) Plan
Source: https://planprovider.pro/companies/california-casualty-management-company-401k-plan-003

> California Casualty Management Company's 401(k) plan: 245 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:** 245

- **Total Assets:** $22.7M

## 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|245|$22.7M|$383,731|$615,558|

| 2023|261|$21.8M|$268,490|$726,117|

| 2022|287|$20.9M|$640,453|$927,308|

## 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|

| CBIZ CPAS PC|Auditor|$19,621|—|$19,621|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,621

- **Estimated Expense Ratio:** 0.086% 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|$41,048|$10,229|—|$19,621|—|

| 2023|$65,335|$9,195|—|$17,269|—|

| 2022|$62,053|$8,039|—|—|—|

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