# Case Design/Remodeling,INC. 401(k) Plan
Source: https://planprovider.pro/companies/case-design-remodeling-inc-401k-plan

> Case Design/Remodeling,INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Case Design/Remodeling,INC.

- **Sponsor EIN:** 521708950

- **Sponsor Address:** 4701 SANGAMORE RD STE 40, BETHESDA, MD, 208162508

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

- **Total Participants:** 131

- **Total Assets:** $22.1M

## 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.|

| 2024|131|$22.1M|$198,525|$1.1M|

| 2023|149|$21.2M|$199,221|$1.0M|

| 2022|155|$18.5M|$185,488|$999,785|

## 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|

| CITRIN COOPERMAN & COMPANY LLP|Auditor|—|—|$0|

## 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|$105,901|—|$127|—|—|

| 2023|$79,330|—|$79,330|—|—|

| 2022|$76,768|—|$76,768|—|—|

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