CASS INFORMATION SYSTEMS, INC. 401(K) PLAN

Address: 12444 POWERSCOURT DRIVE,,ST. LOUIS,MO
Contact person: CHRISTI REITER
Phone: (314) 506-5500

CASS INFORMATION SYSTEMS, INC. 401(K) PLAN has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

At the end of 2022, the total retirement plan assets of CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is $87,553,808.00.This plan was established in 1986.

At the end of 2022, the total number of retirement plan participants in CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is 1159

In 2022, the average participant retirement account value for CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is $75,542.00

In 2022, the estimated average employee contribution amount per participant for CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is $4,783.00

In 2022, the estimated average employer match for an employee in CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is approximately $4,299.00

In 2022, CASS INFORMATION SYSTEMS, INC. 401(K) PLAN allocates $4,983,008.00 to match its employees' contributions, providing an employer match rate of 92.68% of their contributions

In 2022, the total retirement plan asset growth rate of CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is -12.98%

In 2022, the estimated aggregate retirement account investment gain/loss for CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is -17.27%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of CASS INFORMATION SYSTEMS, INC. 401(K) PLAN is 0.03%.

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