Plan Snapshot
- Plan Sponsor: Cass Screw Machine Products, LLC
- Sponsor EIN: 475006172
- Sponsor Address: 4800 LILAC DRIVE NORTH, BROOKLYN CENTER, MN, 55429
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $21.5M
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 | 272 | $21.5M | $587,695 | $1.2M |
| 2023 | 283 | $17.5M | $562,375 | $1.1M |
| 2022 | 288 | $14.3M | $558,846 | $1.2M |
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 |
|---|---|---|---|---|
| SMITH SCHAFER & ASSOCIATES | 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 | $79,595 | $38,637 | — | — | — |
| 2023 | $83,519 | $30,726 | — | $12,950 | — |
| 2022 | $80,985 | $30,233 | $31,970 | — | $12,450 |