# Caruso, INC. 401(k) Plan
Source: https://planprovider.pro/companies/caruso-inc-plan-001

> Caruso, INC.'s 401(k) plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 310595848

- **Sponsor Address:** 3465 HAUCK ROAD, CINCINNATI, OH, 45241

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

- **Total Participants:** 395

- **Total Assets:** $7.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|395|$7.4M|$0|$0|

| 2023|352|$5.1M|$0|$0|

## 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|

| CLARK SCHAEFFER HACKETT|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|$4,270|—|$4,270|—|—|

| 2023|$540|—|$540|—|—|

## Similar Plans

- [Coblentz Distributing, INC.](https://planprovider.pro/companies/coblentz-distributing-inc-401k-plan) — 387 participants

- [Brothers Trading Co., INC.](https://planprovider.pro/companies/brothers-trading-co-inc-401k-plan) — 386 participants

- [Antonio Sofo & Son Importing Co.](https://planprovider.pro/companies/antonio-sofo-son-importing-co-401k-plan) — 433 participants

- [Northern Frozen Foods, INC.](https://planprovider.pro/companies/northern-frozen-foods-inc-plan-002) — 251 participants

- [Produce One, INC.](https://planprovider.pro/companies/produce-one-inc-401k-plan) — 246 participants

- [Northern Frozen Foods, INC.](https://planprovider.pro/companies/northern-frozen-foods-inc-401k-plan) — 210 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/caruso-inc-plan-001)

© 2026 PlanProvider.Pro