How big is Casa-Trinity Inc.'s plan?

Casa-Trinity Inc.'s plan reported $5.4M in assets and 301 participants for 2024.

Original filing (PDF)20250915122502NAL0000712419001

Casa-Trinity Inc.

Name: Casa-Trinity Inc. — Casa-Trinity Inc. 401(k) Profit, Form 5500 (2024)
Creator: Casa-Trinity Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Casa-Trinity Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Casa-Trinity Inc.'s Casa-Trinity Inc. 401(k) Profit Sharing Plan & Trust held $5.4M in plan assets for 301 participants in 2024, with Paychex as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

301

Accounts w/ balance

311

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

BRIE Hogan signed Casa-Trinity Inc.'s 2024 Form 5500 as plan administrator.

BRIE Hogan — 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

Casa-Trinity Inc.'s EIN is 16-1039939.

EIN 16-1039939

Plan number 001

Plan year 2024

ACK ID 20250915122502NAL0000712419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casa-Trinity Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casa-Trinity Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASA-TRINITY INC.

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

CASA-TRINITY INC

EIN

all filings

Address

4612 MILLENNIUM DR · GENESEO, NY · 144541197

Phone

(585) 243-9210

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EQUITABLE ADVISORS, LLC	13-4071393	SYRACUSE, NY	ADVISOR	$23K	—

Investments

25 direct securities· $4.8M(89% of reported assets)

Mutual Funds

$4.0M

15 holdings

Common Collective Trusts

$261K

1 holding

Cash / Money Market

$186K

1 holding

Other securities

$143K

6 holdings

Bonds / Notes

$104K

1 holding

U.S. Treasuries

$50K

1 holding

					% of plan
American Funds Growth and Income Portfolio Class R-6 Mutual fund	Mutual Funds	—	—	$649K	12.1%
American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$603K	11.2%
American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$599K	11.2%
American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$572K	10.7%
American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$524K	9.8%
American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$366K	6.8%
Schwab S&P 500 Index Mutual fund	Common Collective Trusts	—	—	$261K	4.9%
American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$252K	4.7%
Gabelli U.S. Treasury Money Market Fund Class AAA Money market fund	Cash / Money Market	—	—	$186K	3.5%
American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$154K	2.9%
9.5% maturing through May 2029	Bonds / Notes	—	—	$104K	1.9%
AB Large Cap Growth Fund Class I Mutual fund	Other securities	—	—	$77K	1.4%
Janus Henderson Balanced Fund Class N Mutual fund	Mutual Funds	—	—	$73K	1.4%
American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$71K	1.3%
American Funds 2015 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$52K	1.0%
TIAA-CREF Core Impact Bond Fund Institutional Class Mutual fund	U.S. Treasuries	—	—	$50K	0.9%
Putnam Large Cap Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$38K	0.7%
American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$37K	0.7%
Carillon Eagle Mid Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$30K	0.6%
Federated Hermes MDT SmallCap Growth Fund Class R6 Mutual fund	Other securities	—	—	$17K	0.3%
American Funds 2010 Target Date Retirement Fund Class R-6 Mutual fund	Mutual Funds	—	—	$17K	0.3%
American Funds The Bond Fund of America Class R-6 Mutual fund	Mutual Funds	—	—	$13K	0.2%
Virtus Ceredex Mid-Cap Value Equity Fund Class R6 Mutual fund	Other securities	—	—	$7K	0.1%
Goldman Sachs Small Cap Value Insights Fund Class R6 Mutual fund	Other securities	—	—	$7K	0.1%
Victory RS International Fund Class Y Mutual fund	Other securities	—	—	$5K	<0.1%