# Cassling DC Plan
Source: https://planprovider.pro/companies/cassling-plan

> Cassling's DC plan: 184 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cassling

- **Sponsor EIN:** 470673457

- **Sponsor Address:** 13810 FNB PARKWAY, OMAHA, NE, 68154

- **Plan Type:** DC

- **Total Participants:** 184

- **Total Assets:** $78.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|184|$78.5M|$2.1M|$2.5M|

| 2023|183|$69.2M|$1.8M|$2.3M|

| 2022|180|$56.7M|$1.8M|$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|

| D A DAVIDSON AND CO|INVEST ADVISOR|$55,000|—|$55,000|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$49,418|—|$49,418|

| LUTZ & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [D A DAVIDSON AND CO](https://planprovider.pro/provider/da-davidson-and-co) — INVEST ADVISOR

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [LUTZ & COMPANY, P.C.](https://planprovider.pro/provider/lutz-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,418

- **Estimated Expense Ratio:** 0.133% 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|$104,418|$55,000|$49,418|—|—|

| 2023|$101,970|$62,500|$39,470|—|—|

| 2022|$104,567|$65,000|$39,567|—|—|

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