How big is Case Experts LLC's plan?

Case Experts LLC's plan reported $2.1M in assets and 40 participants for 2024.

Original filing (PDF)20250512092157NAL0025038160001

Case Experts LLC

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

Form 5500-SF

FILING_RECEIVED

Case Experts LLC 401(k) Plan

401(k) retirement plan · Case Experts LLC's Case Experts LLC 401(k) Plan held $2.1M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Case Experts LLC's EIN is 20-1660902.

EIN 20-1660902

Plan number 001

Plan year 2024

ACK ID 20250512092157NAL0025038160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Experts LLC'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 CASE EXPERTS LLC.

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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. 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