What public Form 5500 filings show about the Casey Services HVAC 401(k) plan — and how to find and check your own account.
Casey Services HVAC (EIN 56-2025716) reports CASEY SERVICES HVAC 401(K) PLAN on its most recent Form 5500, with $905K in plan assets across 35 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 Casey Services HVAC filing — schedules, fees, and providers.
Casey Services HVAC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Casey Services HVACHR for the recordkeeper’s name and login.
