Plan Ledger DOL Form 5500 · updated monthly

Cae USA, Inc.401(k)

CAE USA INC SAVINGS INVESTMENT AND EMPLOYEE BENEFIT PLAN NUMBER 1 · TAMPA, FL · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

Cae USA, Inc. reported $641,126 in plan administrative expenses for 2025: 0.11% of average plan assets, above the peer median. Employer contributions averaged $4,416 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 3 years on file its reported administrative ratio fell from 0.13% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other manufacturing employers. By assets it is the 71st-largest of 3,644 plans among Florida employers on file, and the 462nd of 13,661 in manufacturing. In 2025, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$655,753,905
Participants with balances5,718
Active participants4,168
Employer contributions$18,405,573
Employee contributions$46,033,482
Employer contribution per active participant$4,416
Average account balance$114,682
Benefits paid to participants$55,332,125
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$655.8M · 5,718 accts · $18.4M emplr
2024$544.9M · 5,851 accts · $17.7M emplr
2023$479.6M · 5,866 accts · $18.7M emplr
2022$377.4M · 5,521 accts · $16.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$383,571
Investment management$253,764
Total administrative$641,126
The Cae USA, Inc. 401(k) match · 2025
Employer contribution per active participant$4,416
Median for plans this size$4,295
2025$4,416 per active participant
2024$4,056 per active participant
2023$4,166 per active participant
2022$3,896 per active participant

Cae USA, Inc.'s 2025 employer contribution ran above the $4,295 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$399,911
VANGUARD ADVISERS INC. · Investment advisory (participants)$253,764

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$641,126 · 0.11%
2024$624,256 · 0.12%
2023$561,589 · 0.13%
2022$521,533 · 0.13%
All plans at this employer2
CAE USA INC SAVINGS INVESTMENT AND EMPLOYEE BENEFIT PLAN NUMBER 1401(k)
CAE USA INC SAVINGS INVESTMENT & EMPLOYEE BENEFIT PLAN NUMBER 2401(k)
Same employer
Similar plansManufacturing · Florida
The Mosaic Company FL$853.2M · 0.02%
Gerdau Ameristeel US Inc. FL$746.1M · 0.10%
Primo Water Holdings Inc FL$371.6M · 0.15%
Conmed Corporation FL$341.8M · 0.08%
Masonite Corporation FL$324.4M · 0.13%
Chromalloy Corporation FL$324.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510311065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.