Plan Snapshot
- Plan Sponsor: Case Systems INC.
- Sponsor EIN: 383139894
- Sponsor Address: 2700 JAMES SAVAGE ROAD, MIDLAND, MI, 48642
- Plan Type: 401(k)
- Total Participants: 165
- Total Assets: $10.9M
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 | 165 | $10.9M | $399,893 | $584,379 |
| 2023 | 155 | $9.2M | $176,276 | $407,482 |
| 2022 | 156 | $7.7M | $141,687 | $387,175 |
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 |
|---|---|---|---|---|
| EDWARD D JONES AND CO. | NONE | $30,949 | — | $30,949 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $2,273 | $25,542 | $27,815 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,764
- Estimated Expense Ratio: 0.541% 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 | $32,621 | $30,949 | $1,672 | — | — |
| 2023 | $26,285 | $25,294 | $991 | — | — |
| 2022 | $24,139 | $22,894 | $1,245 | — | — |