Plan Ledger DOL Form 5500 · updated monthly

C.A.S.E. Construction, Inc.401(k)

C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN · EDINBURGH, IN · plan year 2024

Reported admin expense ratio · 2024
0.41%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

C.A.S.E. Construction, Inc. reported $17,143 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $585 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.33% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Indiana (1,226th of 1,562), and 4,143rd of 5,337 in construction. In 2024, employees put in $5.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,307,537
Participants with balances155
Active participants101
Employer contributions$59,082
Employee contributions$302,762
Employer contribution per active participant$585
Average account balance$27,791
Benefits paid to participants$565,744
Plan auditUnmodified (clean) audit opinion
AuditorAGRESTA, STORMS & O'LEARY, PC
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 155 accts · $59K emplr
2022$3.4M · 76 accts · $80K emplr
The C.A.S.E. Construction, Inc. 401(k) match · 2024
Employer contribution per active participant$585
Median for plans this size$1,313
2024$585 per active participant
2022$757 per active participant

C.A.S.E. Construction, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
NATIONWIDE · Investment management$13,285
PRIME CAPITAL INVESTMENT ADVISORS · Investment management$11,995
NATIONWIDE RETIREMENT PLANS · Investment management$621
NATIONWIDE · Investment management$570
PROACCOUNT · Investment advisory (participants)$408

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$17,143 · 0.41%
2022$12,011 · 0.33%
Similar plansConstruction · Indiana
Weber Group II, LLC IN$5.3M · 0.52%
Browning Chapman LLC IN$4.4M · 1.06%
Foertsch Group, LLC IN$4.1M · 0.76%
Culy Contracting LLC IN$4.0M · 0.16%
K&K Industries Inc. IN$3.9M · 0.03%
Berry-It Inc IN$3.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351975007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.