How big is Case Alumni Association Incorporated's plan?

Case Alumni Association Incorporated's plan reported $2.1M in assets and 11 participants for 2024.

Original filing (PDF)20250618121201NAL0005723602001

Case Alumni Association Incorporated

Name: Case Alumni Association Incorporated — Case Alumni, Form 5500 (2024)
Creator: Case Alumni Association Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case Alumni Association Erisa 403(b) Plan

403(b) retirement plan · Case Alumni Association Incorporated's Case Alumni Association Erisa 403(b) Plan held $2.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Mary McMillan signed Case Alumni Association Incorporated's 2024 Form 5500 as plan administrator.

Mary McMillan — 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

Case Alumni Association Incorporated's EIN is 20-4435833.

EIN 20-4435833

Plan number 002

Plan year 2024

ACK ID 20250618121201NAL0005723602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Alumni Association Incorporated's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, 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 ALUMNI ASSOCIATION INCORPORATED.

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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