Plan Ledger DOL Form 5500 · updated monthly

Caes Systems LLC401(k)

CAES 401(K) PLAN · SAN JOSE, CA · plan year 2023

Employer contribution per participant · 2023
$3,118

Caes Systems LLC's 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $764,868,513 across 4,282 participant accounts, with employer contributions averaging $3,118 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other manufacturing employers. By assets it is the 171st-largest of 9,483 plans among California employers on file, and the 412th of 13,661 in manufacturing. In 2023, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$764,868,513
Participants with balances4,282
Active participants3,458
Employer contributions$10,783,095
Employee contributions$24,771,206
Employer contribution per active participant$3,118
Average account balance$178,624
Benefits paid to participants$77,879,303
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Investment management$148,958
Audit (IQPA)$37,800
Total administrative-$3,347
The Caes Systems LLC 401(k) match · 2023
Employer contribution per active participant$3,118
Median for plans this size$4,362

Caes Systems LLC's 2023 employer contribution ran below the $4,362 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.

Service providers · 20235
PRECEPT ADVISORY GROUP LLC · Investment advisory (plan)$150,020
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$148,958
TRONCONI SEGARRA & ASSOCIATES · Accounting / audit$37,800
H.R. ADVISORS INC · Consulting$27,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Same employer
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Trimble Inc. CA$1.1B · 0.07%
Intuitive Surgical, Inc. CA$1.0B · 0.07%
Levi Strauss & Co. CA$1.0B · 0.05%
Viavi Solutions Inc. CA$728.6M · 0.05%
Biomarin Pharmaceutical Inc. CA$715.0M · 0.01%
Sierra Pacific Industries CA$675.1M · 0.05%
Icu Medical, Inc. CA$674.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882464197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.