Plan Snapshot
- Plan Sponsor: The Cason Group, INC
- Sponsor EIN: 570932430
- Sponsor Address: 1612 MARION STREET, FOURTH FLOOR, COLUMBIA, SC, 29201
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 199 | $12.7M | $500,785 | $951,141 |
| 2023 | 188 | $10.0M | $426,897 | $782,370 |
| 2022 | 167 | $8.7M | $303,295 | $644,324 |
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 |
|---|---|---|---|---|
| BAUKNIGHT, PIETRAS & STORMER, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAUKNIGHT, PIETRAS & STORMER, PA — 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 |
|---|---|---|---|---|---|
| 2024 | $56,232 | $56,232 | — | — | — |
| 2023 | $45,487 | $45,487 | — | — | — |
| 2022 | $48,243 | $48,243 | — | — | — |