How big is Caseworthy's plan?

Caseworthy's plan reported $8.8M in assets and 124 participants for 2024.

Original filing (PDF)20250710130313NAL0003507923001

Caseworthy

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

Form 5500-SF

FILING_RECEIVED

Caseworthy 401(k) Plan

401(k) retirement plan · Caseworthy's Caseworthy 401(k) Plan held $8.8M in plan assets for 124 participants in 2024.

Signals · 1

No auditor on file

Active participants

124

Accounts w/ balance

164

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Caseworthy's EIN is 26-1753040.

EIN 26-1753040

Plan number 001

Plan year 2024

ACK ID 20250710130313NAL0003507923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caseworthy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CASEWORTHY

EIN

all filings

Address

3995 S 700 E #420 · SALT LAKE CITY, UT · 84107

Phone

(801) 924-2768

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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