Plan Snapshot
- Plan Sponsor: Casa Mechanical Services
- Sponsor EIN: 742998462
- Sponsor Address: 2401 EAST OLD SETTLERS BOULEVARD, ROUND ROCK, TX, 78665
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 220 | $7.1M | $0 | $257,138 |
| 2023 | 223 | $6.8M | $0 | $290,416 |
| 2022 | 217 | $6.3M | $0 | $296,787 |
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 |
|---|---|---|---|---|
| US CAPITAL WEALTH ADVISORS | NONE | — | $24,082 | $24,082 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,082
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 | $246 | — | $246 | — | — |
| 2024 | $1,713 | $909 | $804 | — | — |
| 2023 | $1,715 | — | $1,715 | — | — |
| 2022 | $2,018 | — | $2,018 | — | — |