How big is Caswell Mechanical, Inc.'s plan?

Caswell Mechanical, Inc.'s plan reported $1.8M in assets and 70 participants for 2023.

Original filing (PDF)20241001131850NAL0012418000001

Caswell Mechanical, Inc.

Name: Caswell Mechanical, Inc. — Caswell 401(k) Retirement, Form 5500 (2023)
Creator: Caswell Mechanical, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caswell 401(k) Retirement Plan

401(k) retirement plan · Caswell Mechanical, Inc.'s Caswell 401(k) Retirement Plan held $1.8M in plan assets for 70 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Caswell Mechanical, Inc.'s EIN is 20-2841406.

EIN 20-2841406

Plan number 001

Plan year 2023

ACK ID 20241001131850NAL0012418000001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Caswell Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Caswell Mechanical, 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 CASWELL MECHANICAL, INC..

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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

Knocking points off