Case & Associates Properties, Inc. 401(k) Review & Grade
Case & Associates Properties, Inc. 401(k) Plan
Tulsa, OKReal Estate & Rental658 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$1,263Employer $ per active participant
$2,671Employee $ saved per active participant
0.56%Direct admin cost, % of plan assets
$27.0MNet plan assets, end of year
$45,032Average balance per account
Score breakdown
- Employer generosity24.8 / 5050th percentile for employer $ per participant
- Low cost4.9 / 2520th percentile for low admin cost vs. same-size plans
- Employee saving5.6 / 1537th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score45 / 100 · Grade C
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 50th |
| Lower admin cost | 20th |
| Employee saving | 37th |
| Peers that auto-enroll | 47% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Case & Associates Properties put in about $1,263 per active participant, below the typical peer ($1,279). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Direct plan expenses (0.56% of assets) are well above similar-size plans (0.23%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $830,497 |
| Participant (employee) contributions | $1,756,503 |
| Other contributions (incl. rollovers in) | $8,701 |
| Administrative expenses paid from the plan | $142,473 |
| Contract administrator fees | $137,625 |
| Other admin expenses | $4,848 |
| Benefits paid out | $1,590,994 |
| Net assets, start / end of year | $23.7M / $27.0M |
| Active participants, start / end of year | 682 / 633 |
| Participants with account balances | 600 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Regier Carr & Monroe, LLP, Cpas |
Largest service providers (Schedule C)
| T. Rowe Price RPS, Inc. | $125,238 reported compensation |
| Transamerica Retirement Solutions | $5,850 reported compensation |
| Commerce Bank | $4,694 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251010154242NAL0004761443001, received 2025-10-10, EIN 73-1180117, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.