CASA, INC. 401(k) Plan
What public Form 5500 filings show about the CASA, INC. 401(k) plan — and how to find and check your own account.
The CASA, INC. 401(k) on its latest Form 5500
CASA, INC. (EIN 52-1372972) reports CASA, INC. 401(K) PLAN on its most recent Form 5500, with $2.9M in plan assets across 223 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CASA, INC. filing — schedules, fees, and providers.
Who runs the CASA, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CASA, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LINCOLN FINANCIAL ADVISORS.
How to check your CASA, INC. 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask CASA, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).