# Cassia 401(k) Plan
Source: https://planprovider.pro/companies/cassia-401k-plan-001

> Cassia's 401(k) plan: 4,852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cassia

- **Sponsor EIN:** 831758728

- **Sponsor Address:** 7171 OHMS LANE, EDINA, MN, 55439

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

- **Total Participants:** 4,852

- **Total Assets:** $128.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|4,852|$128.2M|$3.5M|$7.6M|

| 2023|3,981|$116.7M|$3.2M|$6.8M|

| 2022|3,636|$97.8M|$3.0M|$6.3M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$4,998|—|$4,998|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,998

- **Estimated Expense Ratio:** 0.004% 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|$145,837|$58,538|—|$4,998|—|

| 2023|$121,655|$61,819|—|—|—|

| 2022|$155,981|$59,634|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cassia-401k-plan-001)

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