401k Record

Employers › Caire

Caire 401(k)

Recordkeeping fees per participant · Caire, Inc. 401(k) Plan · plan year 2024

$243.13

Higher than 92% of the 14,075 plans $10 to 50M that report it.

Source

= $175,538 / 722
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260415132610NAL0019867089001, received 2026-04-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260415132610NAL0019867089001, received 2026-04-15

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-04-01 to 2025-03-31, filing received 2026-04-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$243.13

10th: $15.36median $118.8890th: $340.63

Higher than 80% of the 24,371 plans $10 to 50M that report it.

Source

= $175,538 / 722
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260415132610NAL0019867089001, received 2026-04-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260415132610NAL0019867089001, received 2026-04-15

Administrative expenses per participant

$243.13

10th: $26.86median $197.2590th: $456.10

Higher than 61% of the 25,098 plans $10 to 50M that report it.

Source

= $175,538 / 722
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260415132610NAL0019867089001, received 2026-04-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260415132610NAL0019867089001, received 2026-04-15

Administrative expenses as a share of assets

0.378%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 65% of the 25,132 plans $10 to 50M that report it.

Source

= $175,538 / $46,384,376
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260415132610NAL0019867089001, received 2026-04-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260415132610NAL0019867089001, received 2026-04-15

Employer contributions per participant

$3,439

10th: $664median $2,07490th: $4,751

Higher than 79% of the 24,050 plans $10 to 50M that report it.

Source

= $2,482,615 / 722
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260415132610NAL0019867089001, received 2026-04-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260415132610NAL0019867089001, received 2026-04-15

Employer share of total contributions

35.8%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 76% of the 24,084 plans $10 to 50M that report it.

Source

= $2,482,615 / $6,938,324
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260415132610NAL0019867089001, received 2026-04-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260415132610NAL0019867089001, received 2026-04-15

Plan terms, as stated in Caire, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260415132610NAL0019867089001, received 2026-04-15

Full record, Caire, Inc. 401(k) Plan

FieldValueSource
Plan sponsorCAIRE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260415132610NAL0019867089001, received 2026-04-15
Plan nameCAIRE, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260415132610NAL0019867089001, received 2026-04-15
Sponsor EIN / plan number41-1739055 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260415132610NAL0019867089001, received 2026-04-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260415132610NAL0019867089001, received 2026-04-15
Sponsor locationBALL GROUND, GAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260415132610NAL0019867089001, received 2026-04-15
Industry (business code)339110, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260415132610NAL0019867089001, received 2026-04-15
Plan year2024-04-01 to 2025-03-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260415132610NAL0019867089001, received 2026-04-15
Filing received2026-04-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260415132610NAL0019867089001, received 2026-04-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260415132610NAL0019867089001, received 2026-04-15
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260415132610NAL0019867089001, received 2026-04-15
Participants, beginning of year686Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260415132610NAL0019867089001, received 2026-04-15
Active participants450Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260415132610NAL0019867089001, received 2026-04-15
Participants, end of year728Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260415132610NAL0019867089001, received 2026-04-15
Participants with an account balance722Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260415132610NAL0019867089001, received 2026-04-15
Total assets, beginning of year$41,075,143Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260415132610NAL0019867089001, received 2026-04-15
Total assets, end of year$46,384,376Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260415132610NAL0019867089001, received 2026-04-15
Net assets, end of year$45,844,726Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260415132610NAL0019867089001, received 2026-04-15
Total income$9,222,877Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260415132610NAL0019867089001, received 2026-04-15
Net income$5,268,268Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260415132610NAL0019867089001, received 2026-04-15
Employer contributions$2,482,615Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260415132610NAL0019867089001, received 2026-04-15
Participant contributions$3,459,786Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260415132610NAL0019867089001, received 2026-04-15
Other contributions (incl. rollovers)$995,923Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260415132610NAL0019867089001, received 2026-04-15
Total contributions$6,938,324Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260415132610NAL0019867089001, received 2026-04-15
Benefit payments$3,779,071Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260415132610NAL0019867089001, received 2026-04-15
Total expenses (incl. benefit payments)$3,954,609Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260415132610NAL0019867089001, received 2026-04-15
Total administrative expenses$175,538Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260415132610NAL0019867089001, received 2026-04-15
Recordkeeping fees$175,538Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260415132610NAL0019867089001, received 2026-04-15
Administrative expenses excluding investment management$175,538derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260415132610NAL0019867089001, received 2026-04-15
Held in mutual funds$42,937,926Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260415132610NAL0019867089001, received 2026-04-15
Independent auditorFORVIS MAZARS, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260415132610NAL0019867089001, received 2026-04-15

Position = column in the DOL layout for form year 2024. Filing 20260415132610NAL0019867089001, received 2026-04-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeperRECORDKEEPER 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees $175,538yes
CAMBRIDGE INVESTMENT RESEARCHBROKER 22 Insurance agents and brokers; 23 Insurance services; 53 Insurance brokerage commissions and fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260415132610NAL0019867089001, received 2026-04-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$41,075,143$46,384,37612.9%
Participants with a balance6837225.7%
Administrative expenses$143,690$175,53822.2%
Recordkeeping fees per participant$210.38$243.1315.6%
Employer contributions$1,064,779$2,482,615133.2%

Prior filing 20260107133921NAL0007736929001, received 2026-01-07; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: CAIRE, INC.; SEC registrant: CAIRE INC (CIK 908606, matched by EIN).