401k Record

Employers › Casco International

Casco International 401(k)

Administrative expenses excluding investment management, per participant · C.A. Short Company 401(k) Plan · plan year 2024

$124.47

Higher than 52% of the 24,371 plans $10 to 50M that report it.

Source

= $13,443 / 108
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250811102413NAL0003903827001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811102413NAL0003903827001, received 2025-08-11

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

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 2024-01-01 to 2024-12-31, filing received 2025-08-11.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$130.23

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

Higher than 34% of the 25,098 plans $10 to 50M that report it.

Source

= $14,065 / 108
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811102413NAL0003903827001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811102413NAL0003903827001, received 2025-08-11

Administrative expenses as a share of assets

0.121%

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

Higher than 24% of the 25,132 plans $10 to 50M that report it.

Source

= $14,065 / $11,584,161
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811102413NAL0003903827001, received 2025-08-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250811102413NAL0003903827001, received 2025-08-11

Employer contributions per participant

$821

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

Higher than 14% of the 24,050 plans $10 to 50M that report it.

Source

= $88,651 / 108
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811102413NAL0003903827001, received 2025-08-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811102413NAL0003903827001, received 2025-08-11

Employer share of total contributions

14.8%

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

Higher than 13% of the 24,084 plans $10 to 50M that report it.

Source

= $88,651 / $598,937
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811102413NAL0003903827001, received 2025-08-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250811102413NAL0003903827001, received 2025-08-11

Plan terms, as stated in Casco International Inc's SEC filings

Plan terms are described in Casco International Inc's SEC filings: Form 10-K filed 2001-03-30. No term could be quoted from them with the required precision.

Plan features

2S pre-approved plan document · 2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250811102413NAL0003903827001, received 2025-08-11

Full record, C.A. Short Company 401(k) Plan

FieldValueSource
Plan sponsorC.A. SHORT COMPANY, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250811102413NAL0003903827001, received 2025-08-11
Plan nameC.A. SHORT COMPANY 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250811102413NAL0003903827001, received 2025-08-11
Sponsor EIN / plan number56-0526145 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250811102413NAL0003903827001, received 2025-08-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250811102413NAL0003903827001, received 2025-08-11
Sponsor locationSHELBY, NCForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250811102413NAL0003903827001, received 2025-08-11
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250811102413NAL0003903827001, received 2025-08-11
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250811102413NAL0003903827001, received 2025-08-11
Filing received2025-08-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250811102413NAL0003903827001, received 2025-08-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250811102413NAL0003903827001, received 2025-08-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250811102413NAL0003903827001, received 2025-08-11
Participants, beginning of year116Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250811102413NAL0003903827001, received 2025-08-11
Active participants95Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250811102413NAL0003903827001, received 2025-08-11
Participants, end of year111Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250811102413NAL0003903827001, received 2025-08-11
Participants with an account balance108Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250811102413NAL0003903827001, received 2025-08-11
Total assets, beginning of year$9,690,464Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250811102413NAL0003903827001, received 2025-08-11
Total assets, end of year$11,584,161Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250811102413NAL0003903827001, received 2025-08-11
Net assets, end of year$11,584,161Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250811102413NAL0003903827001, received 2025-08-11
Total income$2,159,946Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250811102413NAL0003903827001, received 2025-08-11
Net income$1,893,697Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250811102413NAL0003903827001, received 2025-08-11
Employer contributions$88,651Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250811102413NAL0003903827001, received 2025-08-11
Participant contributions$510,286Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250811102413NAL0003903827001, received 2025-08-11
Total contributions$598,937Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250811102413NAL0003903827001, received 2025-08-11
Benefit payments$252,184Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250811102413NAL0003903827001, received 2025-08-11
Total expenses (incl. benefit payments)$266,249Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250811102413NAL0003903827001, received 2025-08-11
Total administrative expenses$14,065Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250811102413NAL0003903827001, received 2025-08-11
Contract administrator fees$13,443Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250811102413NAL0003903827001, received 2025-08-11
Investment advisory and management fees$622Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250811102413NAL0003903827001, received 2025-08-11
Administrative expenses excluding investment management$13,443derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250811102413NAL0003903827001, received 2025-08-11
Held in common/collective trusts$165,072Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250811102413NAL0003903827001, received 2025-08-11
Held in mutual funds$11,340,518Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250811102413NAL0003903827001, received 2025-08-11
Independent auditorCHERRY BEKAERTSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250811102413NAL0003903827001, received 2025-08-11

Position = column in the DOL layout for form year 2024. Filing 20250811102413NAL0003903827001, received 2025-08-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ASCENSUS LLCrecordkeeperNONE 64 Recordkeeping fees; 99 Other fees; 37 Participant loan processing; 15 Recordkeeping and information management; 50 Direct payment from the plan; 62 Float revenue $13,443yes

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 20250811102413NAL0003903827001, received 2025-08-11.

What changed since the 2023 plan year

Figure20232024Change
Total assets$9,690,464$11,584,16119.5%
Participants with a balance1041083.8%
Administrative expenses$578$14,0652333.4%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$77,793$88,65114.0%

Prior filing 20241008084223NAL0017301121001, received 2024-10-08; the plan years are contiguous.

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Sponsor name as filed: C.A. SHORT COMPANY, INC.; SEC registrant: CASCO INTERNATIONAL INC (CIK 1026792, matched by EIN).