Case Systems Inc. 401(k) Plan: Login, Facts & Contact Information

Case Systems Inc. 401(k) Plan Facts

Plan name
CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CASE SYSTEMS INC.
Participants
180 (165 active employees)
Former employees with a balance
20
Plan assets
$10,853,279 at Dec 31, 2024
Average account balance
$58,985 across 184 accounts
Employer contributions
$399,893 in plan year 2024 (41% of all contributions)
Recordkeeper
American United Life Insurance Co
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $987,047 went into the plan in contributions, $399,893 of it from the employer (41%).
  • $959,135 was paid out to participants.
  • Investment and other income added $1.67 million.
  • Administrative expenses were $32,621, about $177 per account.

How the Case Systems Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019166$6.27 million$51,768$676,691
2020151$8.11 million$54,134$311,710
2021173$9.70 million$80,574$94,844
2022180$7.69 million$141,687$692,309
2023177$9.19 million$176,276$523,047
2024180$10.9 million$399,893$959,135

Case Systems Inc. 401(k) Contact Information

Phone
989-496-0769
Mailing address
2700 JAMES SAVAGE ROAD, MIDLAND MI 48642
Plan sponsor
CASE SYSTEMS INC.
Employer identification number (EIN)
38-3139894
Plan number
001

Questions about the Case Systems Inc. 401(k)

Does Case Systems Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $399,893, 41% of all contributions.

Does the Case Systems Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Case Systems Inc 401(k) plan?

180 participants at the start of plan year 2024, 165 of them active employees, and 20 former employees who still had money in the plan.

What is the average 401(k) balance at Case Systems Inc?

About $58,985 per account: $10.9 million in plan assets across 184 accounts with a balance at the end of plan year 2024.

Who manages the Case Systems Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as AMERICAN UNITED LIFE INSURANCE CO) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Case Systems Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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