How big is The Case Group, LLC's plan?

The Case Group, LLC's plan reported $3.8M in assets and 35 participants for 2024.

Original filing (PDF)20250918094115NAL0001955986001

The Case Group, LLC

Name: The Case Group, LLC — The Case Group LLC 401(k), Form 5500 (2024)
Creator: The Case Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Case Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Case Group, LLC's The Case Group LLC 401(k) Profit Sharing Plan held $3.8M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jamie Levendusky signed The Case Group, LLC's 2024 Form 5500 as plan administrator.

Jamie Levendusky — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Case Group, LLC's EIN is 14-1836306.

EIN 14-1836306

Plan number 001

Plan year 2024

ACK ID 20250918094115NAL0001955986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Case Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Case Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CASE GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

THE CASE GROUP, LLC

EIN

all filings

Address

195 COHOES AVENUE · GREEN ISLAND, NY · 12183

Phone

(518) 720-3100

Industry

Manufacturing

Plan administrator