Retirement plan

THE CACI SMART PLAN

Name: CACI INTERNATIONAL, INC. - THE CACI SMART PLAN (2023) Form 5500
Creator: CACI INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE CACI SMART PLAN, CACI INTERNATIONAL, INC.

CACI INTERNATIONAL, INC.EIN 54-1345888Plan #002PY 2023

12021 SUNSET HILLS ROAD - RESTON, VA 20190703-434-4116caci.comLinkedIn10001+ employeesinformation technology and services

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed November 5, 1998

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$2929.6M

+20.5% from 2022

Total participants

31,509

+9.8% from 2022

Average account balance

$122,200

+13.0% from 2022

Annual return

19.91%

+36.10 pp from 2022

Benchmarks

See 103 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants>=10,000

Cohort103 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.88B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$150K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

25,842

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

68.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$288.44M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+35.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$43

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$700,450
MERCER9+ years Service code 16 PO BOX 13793 · DALLAS, TX 75373	Consulting	$229,361
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694	Accounting	$85,000
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782	Securities brokerage commissions and ...	$76,873
TAFT STETTINIUS & HOLLISTER LLP1 year Service code 29 200 PUBLIC SQUARE · CLEVELAND, OH 44114	Legal	$27,795
SIGNATURE ESTATE & INVESTMENT1 year Service code 26 · EIN 95-4806910	Advisory (Participants)	$17,964
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089	Advisory (Participants)	$10,288
CHURCHILL MANAGEMENT GROUP5 years Filed as: CHURCHILL MANAGEMENT CORP Service code 26 · EIN 95-2472632	Advisory (Participants)	$6,863

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$51 / participant

Recordkeeping$700K61.8%
Legal$28K2.5%
Other / not subdivided$405K35.7%

% of EOY assets

0.039%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: $85,000
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$122,200

$106,994+14.2%

$135,974-10.1%

$96,393+26.8%

Participation rate

65.8%

72.5%-6.7pp

81.9%-16.1pp

71.3%-5.5pp

Annual return

19.91%

26.64%-6.7pp

68.30%-48.4pp

22.88%-3.0pp

Employer contribution / active EE

$2,654

$3,391-21.7%

$4,859-45.4%

$3,239-18.0%

Participant deferral / active EE

$8,262

$7,968+3.7%

$7,760+6.5%

$5,455+51.5%

Admin fee / account holder

$47

$79-40.2%

$10,767-99.6%

$74-36.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC9+ years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$700,450

MERCER9+ years

Service code 16

PO BOX 13793 · DALLAS, TX 75373

Consulting

$229,361

GRANT THORNTON LLP1 year

Service code 10

33562 TREASURY CENTER · CHICAGO, IL 60694

Accounting

$85,000

CHARLES SCHWAB & CO., INC.6 years

Service code 33 · EIN 94-1737782

Securities brokerage commissions and ...

$76,873

TAFT STETTINIUS & HOLLISTER LLP1 year

Service code 29

200 PUBLIC SQUARE · CLEVELAND, OH 44114

Legal

$27,795

SIGNATURE ESTATE & INVESTMENT1 year

Service code 26 · EIN 95-4806910

Advisory (Participants)

$17,964

FINANCIAL ENGINES1 year

Filed as: FINANCIAL ENGINES ADVISORS LLC

Service code 26

1050 ENTERPRISE WAY · SUNNYVALE, CA 94089

Advisory (Participants)

$10,288

CHURCHILL MANAGEMENT GROUP5 years

Filed as: CHURCHILL MANAGEMENT CORP

Service code 26 · EIN 95-2472632

Advisory (Participants)

$6,863

THE CACI SMART PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE CACI SMART PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion