# Casad Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/casad-company-inc-401k-plan

> Casad Company, INC.&#39;s 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/plancheck-cpas-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|—|—|

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

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