Plan Snapshot
- Plan Sponsor: Casad Company, INC.
- Sponsor EIN: 341724833
- Sponsor Address: 450 S SECOND STREET, COLDWATER, OH, 45828
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $2.9M
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 | 189 | $2.9M | $50,304 | $262,985 |
| 2023 | 149 | $2.4M | $37,586 | $247,190 |
| 2022 | 127 | $1.8M | $46,506 | $221,055 |
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 |
|---|---|---|---|---|
| PLANCHEC(K) CPA'S, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHEC(K) CPA'S, LLC — Auditor
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 | $4,226 | $1,309 | $2,917 | — | — |
| 2023 | $1,872 | $997 | $875 | — | — |
| 2022 | $2,580 | — | $2,580 | — | — |