# Casa Mechanical Services 401(k) Plan
Source: https://planprovider.pro/companies/casa-mechanical-services-401k-plan

> Casa Mechanical Services's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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