Plan Ledger DOL Form 5500 · updated monthly

Casad Company, Inc.401(k)

CASAD COMPANY 401(K) PLAN · COLDWATER, OH · plan year 2025

Reported admin expense ratio · 2025
0.19%

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

Casad Company, Inc. reported $6,142 in plan administrative expenses for 2025: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $392 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 rose from 0.14% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,770th of 3,295), and 12,007th of 13,661 in manufacturing. In 2025, employees put in $4.66 for every $1.00 the employer contributed; active participation has grown from 127 to 141 since 2022.

Plan summary
Net assets, end of year$3,513,778
Participants with balances187
Active participants141
Employer contributions$55,258
Employee contributions$257,743
Employer contribution per active participant$392
Average account balance$18,790
Benefits paid to participants$246,220
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPA'S, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$3.5M · 187 accts · $55K emplr
2024$2.9M · 111 accts · $50K emplr
2023$2.4M · 102 accts · $38K emplr
2022$1.8M · 100 accts · $47K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,613
Investment management$1,529
Total administrative$6,142
The Casad Company, Inc. 401(k) match · 2025
Employer contribution per active participant$392
Median for plans this size$1,464
2025$392 per active participant
2024$266 per active participant
2023$252 per active participant
2022$366 per active participant

Casad Company, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$4,613

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$6,142 · 0.19%
2024$4,226 · 0.16%
2023$1,872 · 0.09%
2022$2,580 · 0.14%
Same employer
Similar plansManufacturing · Ohio
Eb Display Company OH$3.7M · 0.10%
Nissen Chemitec America OH$3.6M · 1.02%
Therm-O-Link, Inc. OH$3.5M · 0.33%
Wrwp, LLC OH$3.5M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341724833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.