How big is Cases by Source, Inc.'s plan?

Cases by Source, Inc.'s plan reported $3.9M in assets and 22 participants for 2024.

Original filing (PDF)20250915112549NAL0000680467001

Cases by Source, Inc.

Name: Cases by Source, Inc. — Cases by Source Profit, Form 5500 (2024)
Creator: Cases by Source, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cases by Source Profit Sharing & 401(k) Plan

401(k) retirement plan · Cases by Source, Inc.'s Cases by Source Profit Sharing & 401(k) Plan held $3.9M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Cases by Source, Inc.'s EIN is 22-3749518.

EIN 22-3749518

Plan number 001

Plan year 2024

ACK ID 20250915112549NAL0000680467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cases by Source, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cases by Source, 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 CASES BY SOURCE, INC..

Finding similar companies…

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