Plan Snapshot
- Plan Sponsor: Case Fms, LLC.
- Sponsor EIN: 270610127
- Sponsor Address: 356 JOHN L. DIETSCH BLVD, NORTH ATTLEBORO, MA, 02763
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $2.6M
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 | 134 | $2.6M | $201,883 | $374,809 |
| 2023 | 57 | $1.9M | $129,474 | $243,889 |
| 2022 | 39 | $1.3M | $106,371 | $175,514 |