CASALE, BONNER, HILLMAN AND SOUTHARD, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
14
Plan assets (EOY)
$971K
Net assets (EOY)
$971K
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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASALE, BONNER, HILLMAN AND SOUTHARD, P.C..
Plan sponsor
Name
CASALE, BONNER, HILLMAN AND SOUTHARD, P.C.
EIN
23-2137807
Address
331 ELMIRA STREET · WILLIAMSPORT, PA · 17701
Phone
(570) 326-7044
Industry
Law Offices· Professional & Technical Servicessee all
