# The Cason Group, INC 401(k) Plan
Source: https://planprovider.pro/companies/the-cason-group-inc-401k-plan

> The Cason Group, INC's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bauknight-pietras-and-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|—|—|—|

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