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Original filing (PDF)20251010153601NAL0018982690001
CASNE ENGINEERING, INC.
Form 5500
FILING_RECEIVED
CASNE ENGINEERING 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
125
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASNE ENGINEERING, INC..
Plan sponsor
Name
CASNE ENGINEERING, INC.
EIN
91-1145876
Address
3545 FACTORIA BLVD SE STE 200 · BELLEVUE, WA · 98006
Phone
(425) 522-1012
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER ASSET MANAGEMENT LLC | 20-2480800 | — | INVESTMENT ADVISORY | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $27K | — |
Investments
31 direct securities · 2 pooled funds· $24.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$22.9M
31 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI Trust Company | — | — | — | $2.7M | 12.9% | |
| Vanguard Group | — | — | — | $2.0M | 9.6% | |
| BlackRock | — | — | — | $2.0M | 9.3% | |
| Vanguard Group | — | — | — | $1.6M | 7.4% | |
| SEI Trust Company | — | — | — | $1.5M | 7.0% | |
| FISHER INV ALL WRLD EQ COL CL3 SEI TRUST COMPANY · EIN 47-1327741 / PN 004 | Common Collective Trust | — | — | $1.5M | 7.0% | |
| Vanguard Group | — | — | — | $1.5M | 7.0% | |
| BlackRock | — | — | — | $1.4M | 6.7% | |
| BlackRock | — | — | — | $1.2M | 5.9% | |
| Vanguard Group | — | — | — | $1.1M | 5.4% | |
| Vanguard Group | — | — | — | $1.0M | 4.8% | |
| BlackRock | — | — | — | $883K | 4.2% | |
| Dimensional Fund Advisors | — | — | — | $760K | 3.6% | |
| BlackRock | — | — | — | $735K | 3.5% | |
| BlackRock | — | — | — | $652K | 3.1% | |
| Vanguard Group | — | — | — | $571K | 2.7% | |
| Vanguard Group | — | — | — | $475K | 2.2% | |
| Vanguard Group | — | — | — | $444K | 2.1% | |
| FISHER INV US FIX INC COLL CL3 SEI TRUST COMPANY · EIN 47-1333674 / PN 005 | Common Collective Trust | — | — | $346K | 1.6% | |
| BlackRock | — | — | — | $346K | 1.6% | |
| Vanguard Group | — | — | — | $324K | 1.5% | |
| Vanguard Group | — | — | — | $272K | 1.3% | |
| BlackRock | — | — | — | $261K | 1.2% | |
| Baird | — | — | — | $183K | 0.9% | |
| PGIM Investments | — | — | — | $147K | 0.7% | |
| Participant Loans | — | — | — | $135K | 0.6% | |
| JP Morgan Funds | — | — | — | $135K | 0.6% | |
| Vanguard Group | — | — | — | $126K | 0.6% | |
| BlackRock | — | — | — | $101K | 0.5% | |
| The American Funds | — | — | — | $88K | 0.4% | |
| BlackRock | — | — | — | $77K | 0.4% | |
| PGIM Investments | — | — | — | $71K | 0.3% | |
| Vanguard Group | — | — | — | $31K | 0.1% |
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