Plan Snapshot
- Plan Sponsor: Complete Automation Solutions Holdings, INC.
- Sponsor EIN: 260251174
- Sponsor Address: 9 FORGE PARKWAY, FRANKLIN, MA, 02038
- Plan Type: 401(k)
- Total Participants: 213
- Total Assets: $20.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 213 | $20.8M | $582,428 | $1.5M |
| 2023 | 253 | $18.9M | $576,552 | $1.5M |
| 2022 | 198 | $15.1M | $454,631 | $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 |
|---|---|---|---|---|
| LPL FINANCIAL | Other Service Provider | — | $46,771 | $46,771 |
| ASCENSUS | Recordkeeper | — | $9,811 | $9,811 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $9,371 | — | $9,371 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,953
- Estimated Expense Ratio: 0.318% 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 | $29,593 | $9,371 | $20,222 | — | — |
| 2023 | $31,847 | $4,196 | $21,351 | $6,300 | — |
| 2022 | $29,953 | $3,998 | $19,690 | — | $6,265 |