Casco Diversified 401(k) match, vesting and fees
What Casco Diversified's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $32.6M at the end of plan year 2021 to $28M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 187 | $28M | $762K | $4,095 | 0.27% | Not published | Form 5500 ↗ |
| 2024 | 193 | $28.8M | $356K | $1,915 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 178 | $25.8M | $332K | $1,888 | 0.21% | Not published | Form 5500 ↗ |
| 2022 | 181 | $24.1M | $286K | $1,622 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 167 | $32.6M | $264K | $1,600 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Casco Diversified match 401(k) contributions?
The match terms for the Casco 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $762K in employer contributions, about $4,095 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Casco Diversified 401(k) match vested?
The vesting schedule for the Casco 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Casco Diversified 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Casco Diversified Corporation.
I left Casco Diversified. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Casco Diversified Corporation, (314) 803-5828) or the recordkeeper, Empower Annuity Insurance Company O. The Casco Diversified old 401(k) page lists the contacts from every plan filing. Find an old Casco Diversified 401(k)
Data from the public Form 5500 annual reports Casco Diversified filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Casco Diversified. Not financial advice. Report a correction · Methodology