Plan Ledger DOL Form 5500 · updated monthly

Case Systems Inc.401(k)

CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN · MIDLAND, MI · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Case Systems Inc. reported $32,621 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,424 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 0.28% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Michigan (1,475th of 2,619), and 8,424th of 13,661 in manufacturing. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,853,279
Participants with balances184
Active participants165
Employer contributions$399,893
Employee contributions$584,379
Employer contribution per active participant$2,424
Average account balance$58,985
Benefits paid to participants$959,135
Plan auditUnmodified (clean) audit opinion
AuditorWEINLANDER FITZHUGH
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 184 accts · $400K emplr
2023$9.2M · 178 accts · $176K emplr
2022$7.7M · 175 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,672
Investment management$30,949
Total administrative$32,621
The Case Systems Inc. 401(k) match · 2024
Employer contribution per active participant$2,424
Median for plans this size$2,416
2024$2,424 per active participant
2023$1,137 per active participant
2022$908 per active participant

Case Systems Inc.'s 2024 employer contribution ran above the $2,416 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
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,273
EDWARD D JONES AND CO. · Investment advisory (participants) · Investment advisory (plan)$30,949

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$32,621 · 0.33%
2023$26,285 · 0.31%
2022$24,139 · 0.28%
Same employer
Similar plansManufacturing · Michigan
Century Plastics, LLC MI$11.1M · 0.70%
Wonderland Tire, Inc. MI$11.1M · 0.39%
Gudel, Inc. MI$11.1M · 0.01%
Marketing Displays, Inc. MI$10.8M · 0.50%
Graceland Fruit, Inc. MI$10.8M · 0.44%
Target Steel, Inc. MI$10.7M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383139894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.