Plan Snapshot
- Plan Sponsor: Computer Aid, INC.
- Sponsor EIN: 232180878
- Sponsor Address: 1390 RIDGEVIEW DRIVE, ALLENTOWN, PA, 181049065
- Plan Type: 401(k)
- Total Participants: 2,060
- Total Assets: $156.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,060 | $156.5M | $1.3M | $12.7M |
| 2023 | 2,073 | $140.5M | $1.5M | $12.0M |
| 2022 | 1,751 | $118.2M | $1.1M | $10.0M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $243,212 | — | $243,212 |
| CAPFINANCIAL PARTNERS LLC | NONE | $105,000 | — | $105,000 |
| BAKER TILLY US, LLP | NONE | $17,667 | — | $17,667 |
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- 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: $365,879
- Estimated Expense Ratio: 0.234% 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 | $358,479 | — | — | — | — |
| 2023 | $227,365 | — | — | — | — |
| 2022 | $251,587 | — | — | — | — |