# Casa-Trinity INC 401(k) Plan
Source: https://planprovider.pro/companies/casa-trinity-inc-401k-plan

> Casa-Trinity INC's 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Casa-Trinity INC

- **Sponsor EIN:** 161039939

- **Sponsor Address:** 4612 MILLENNIUM DR, GENESEO, NY, 144541197

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

- **Total Participants:** 301

- **Total Assets:** $5.4M

## 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.|

| 2024|301|$5.4M|$243,796|$645,796|

| 2023|276|$4.1M|$205,249|$518,591|

| 2022|273|$3.1M|$170,676|$459,942|

## 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|

| EQUITABLE ADVISORS, LLC|ADVISOR|$22,909|—|$22,909|

| PAYCHEX, INC.|RECORDKEEPER|$15,894|—|$15,894|

| EFPR GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [EFPR GROUP](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $38,803

- **Estimated Expense Ratio:** 0.723% 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|$39,403|$22,909|$15,634|—|—|

| 2023|$43,050|$16,895|$15,795|—|—|

| 2022|$26,331|$14,341|$11,990|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/casa-trinity-inc-401k-plan)

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