# Cassavant Machining, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cassavant-machining-inc-401k-plan

> Cassavant Machining, INC.'s 401(k) plan: 531 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cassavant Machining, INC.

- **Sponsor EIN:** 860905169

- **Sponsor Address:** 3641 EAST LA SALLE STREET, PHOENIX, AZ, 85040

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

- **Total Participants:** 531

- **Total Assets:** $22.5M

## 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|531|$22.5M|$1.4M|$2.7M|

| 2023|455|$18.9M|$1.1M|$2.2M|

| 2022|434|$15.1M|$1.1M|$2.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$85,031|—|$85,031|

| ASCENSUS|CONTRACT ADMINISTRATOR|$20,095|$9,229|$29,324|

| NFP RETIREMENT INC.|INVESTMENT ADVISORY|—|$27,623|$27,623|

| BAKER TILLY US, LLP|Auditor|$7,716|—|$7,716|

### Verified Provider Profiles

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

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [NFP RETIREMENT INC.](https://planprovider.pro/provider/accelerate-retirement) — INVESTMENT ADVISORY

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $149,694

- **Estimated Expense Ratio:** 0.664% 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|$112,260|—|$104,544|$7,716|—|

| 2023|$78,903|—|$68,967|—|—|

| 2022|$89,646|—|$82,511|—|—|

## Similar Plans

- [Reliance, INC.](https://planprovider.pro/companies/precision-strip-inc-plan) — 1,571 participants

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