401k Record

Employers › California Casualty Management

California Casualty Management 401(k)

Recordkeeping fees per participant · largest plan, California Casualty Management Company Savings Investment Plan for Salaried Employees · plan year 2024

$4.62

Higher than 5% of the 5,847 plans $50 to 250M that report it.

Source

= $2,134 / 462
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010112014NAL0004178851001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010112014NAL0004178851001, received 2025-10-10

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Largest plan, all six figures: California Casualty Management Company Savings Investment Plan for Salaried Employees

Recordkeeping fees per participantheadline

$4.62

10th: $10.22median $69.9190th: $151.08

Higher than 5% of the 5,847 plans $50 to 250M that report it.

Source

= $2,134 / 462
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010112014NAL0004178851001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010112014NAL0004178851001, received 2025-10-10

Administrative expenses excluding investment management, per participant

$75.29

10th: $16.21median $93.2090th: $246.84

Higher than 38% of the 8,758 plans $50 to 250M that report it.

Source

= $34,786 / 462
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010112014NAL0004178851001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010112014NAL0004178851001, received 2025-10-10

Administrative expenses per participant

$148.18

10th: $29.39median $132.8490th: $350.58

Higher than 56% of the 9,042 plans $50 to 250M that report it.

Source

= $68,457 / 462
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010112014NAL0004178851001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010112014NAL0004178851001, received 2025-10-10

Administrative expenses as a share of assets

0.059%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 23% of the 9,049 plans $50 to 250M that report it.

Source

= $68,457 / $115,400,553
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010112014NAL0004178851001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010112014NAL0004178851001, received 2025-10-10

Employer contributions per participant

$2,157

10th: $965median $2,73890th: $8,164

Higher than 37% of the 9,105 plans $50 to 250M that report it.

Source

= $996,605 / 462
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010112014NAL0004178851001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010112014NAL0004178851001, received 2025-10-10

Employer share of total contributions

24.8%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 34% of the 9,112 plans $50 to 250M that report it.

Source

= $996,605 / $4,017,131
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010112014NAL0004178851001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010112014NAL0004178851001, received 2025-10-10

99.1% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($148.18 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.

Plan terms, as stated in California Casualty Management Company's SEC filings

Plan terms are not published in public filings.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
California Casualty Management Company Savings Investment Plan for Salaried Employees$115,400,553462 $4.62 recordkeeping fees per participant2024
California Casualty Savings Investment Plan for Hourly Employees$22,744,871247 $40.36 recordkeeping fees per participant2024

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Sponsor name as filed: CALIFORNIA CASUALTY MANAGEMENT COMPANY; SEC registrant: CALIFORNIA CASUALTY MANAGEMENT CO (CIK 802892, matched by EIN).