# Institutional Casework, INC. 401(k) Plan
Source: https://planprovider.pro/companies/institutional-casework-inc-401k-plan

> Institutional Casework, INC.'s 401(k) plan: 249 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](https://planprovider.pro/provider/ata-pc) — 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|—|—|—|

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