Plan Snapshot
- Plan Sponsor: Casa Systems, INC.
- Sponsor EIN: 753108867
- Sponsor Address: 100 OLD RIVER ROAD, ANDOVER, MA, 01810
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 254
- Total Assets: $59.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 254 | $59.9M | $1.3M | $5.0M |
| 2022 | 289 | $53.6M | $1.6M | $5.6M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $92,379 | — | $92,379 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $85,786 | — | $85,786 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $18,413 | — | $18,413 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,578
- Estimated Expense Ratio: 0.328% 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 |
|---|---|---|---|---|---|
| 2023 | $195,843 | — | — | — | — |
| 2022 | $187,894 | — | — | — | — |