How big is The Caswood Group's plan?

The Caswood Group's plan reported $492K in assets and 10 participants for 2024.

Original filing (PDF)20250702132118NAL0013730945001

The Caswood Group

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

Form 5500-SF

FILING_RECEIVED

The Caswood Group 401(k) Plan

401(k) retirement plan · The Caswood Group's The Caswood Group 401(k) Plan held $492K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$492K

Net assets (EOY)

$492K

People on this filing

Nancy Mikiewicz signed The Caswood Group's 2024 Form 5500 as plan administrator.

Nancy Mikiewicz — 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 Caswood Group's EIN is 16-1497397.

EIN 16-1497397

Plan number 001

Plan year 2024

ACK ID 20250702132118NAL0013730945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Caswood Group'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 THE CASWOOD GROUP.

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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