# Cass Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cass-construction-inc-401k-plan-003

> Cass Construction, INC.'s 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cass Construction, INC.

- **Sponsor EIN:** 952904966

- **Sponsor Address:** P.O. BOX 309, EL CAJON, CA, 92022

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

- **Total Participants:** 182

- **Total Assets:** $19.2M

## 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|182|$19.2M|$2.3M|$719,198|

| 2023|181|$15.3M|$1.8M|$660,696|

| 2022|142|$11.8M|$1.4M|$643,211|

## 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|

| ALDRICH CPAS AND ADVISORS LLP|Auditor|$10,750|—|$10,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALDRICH CPAS AND ADVISORS LLP](https://planprovider.pro/provider/aldrich-cpas-advisors-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $10,750

- **Estimated Expense Ratio:** 0.056% 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|$119,427|—|$108,677|$10,750|—|

| 2023|$72,566|—|$63,066|$9,500|—|

| 2022|$90,930|—|$78,769|—|$12,161|

## Similar Plans

- [Don'S Mobile Glass, INC.](https://planprovider.pro/companies/don-s-mobile-glass-inc-401k-plan) — 179 participants

- [Pacific Utility Installation, INC.](https://planprovider.pro/companies/pacific-utility-installation-inc-plan-002) — 178 participants

- [Rrm Design Group, INC.](https://planprovider.pro/companies/rrm-design-group-inc-plan-002) — 177 participants

- [Santa Barbara Masonry Local 5 Pension Plan](https://planprovider.pro/companies/santa-barbara-masonry-local-5-pension-plan-plan) — 188 participants

- [American Vision Windows, INC.](https://planprovider.pro/companies/american-vision-windows-inc-plan-001) — 174 participants

- [Tinco Sheet Metal INC.](https://planprovider.pro/companies/tinco-sheet-metal-inc-401k-plan) — 174 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cass-construction-inc-401k-plan-003)

© 2026 PlanProvider.Pro