Plan Ledger DOL Form 5500 · updated monthly

Casa, Inc.401(k)

CASA, INC. 401(K) PLAN · HYATTSVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
1.32%

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

Casa, Inc. reported $45,132 in plan administrative expenses for 2024: 1.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $690 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 0.89% to 1.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,361st of 1,671), and 2,625th of 3,091 in educational services. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has shrunk from 277 to 211 since 2022.

Plan summary
Net assets, end of year$3,927,824
Participants with balances133
Active participants211
Employer contributions$145,685
Employee contributions$555,976
Employer contribution per active participant$690
Average account balance$29,533
Benefits paid to participants$171,838
Plan auditUnmodified (clean) audit opinion
AuditorGELMAN, ROSENBERG AND FREEDMAN
Plan history3
Yearassets · accounts · employer contribution
2024$3.9M · 133 accts · $146K emplr
2023$2.9M · 136 accts · $143K emplr
2022$2.2M · 114 accts · $177K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,863
Investment management$15,269
Total administrative$45,132
The Casa, Inc. 401(k) match · 2024
Employer contribution per active participant$690
Median for plans this size$1,313
2024$690 per active participant
2023$641 per active participant
2022$639 per active participant

Casa, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$29,862
LINCOLN FINANCIAL ADVISORS · Recordkeeping · Trustee$11,145

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

Recordkeeper by year2
2024ADP, Lincoln Financial
2023ADP, Lincoln Financial

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

Administrative cost history3
2024$45,132 · 1.32%
2023$42,955 · 1.67%
2022$15,947 · 0.89%
Same employer
Similar plansEducational Services · Maryland
Kra Corporation MD$4.6M · 1.41%
Identity, Inc. MD$4.4M · 0.63%
Linwood Center, Inc MD$3.7M · 0.61%
Shamit Management Inc. MD$3.2M · 0.86%
Gerstell Academy, Inc MD$2.9M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521372972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.