Plan Snapshot
- Plan Sponsor: Institutional Casework, INC.
- Sponsor EIN: 204225695
- Sponsor Address: 1865 NORTH MARKET STREET, PARIS, TN, 38242
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $2.9M
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. |
|---|---|---|---|---|
| 2025 | 249 | $2.9M | $17,726 | $75,798 |
| 2024 | 205 | $3.0M | $17,472 | $76,602 |
| 2023 | 216 | $2.6M | $21,885 | $76,576 |
| 2022 | 191 | $2.4M | $20,189 | $82,368 |
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 |
|---|---|---|---|---|
| ATA CPAS + ADVISORS PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ATA CPAS + ADVISORS PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $672,017 | — | $4,290 | — | — |
| 2024 | $52,212 | — | $5,725 | — | — |
| 2023 | $258,584 | — | $5,732 | — | — |
| 2022 | $5,795 | $5,795 | — | — | — |