# Case Systems INC. 401(k) Plan
Source: https://planprovider.pro/companies/case-systems-inc-401k-plan

> Case Systems INC.'s 401(k) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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