How big is Case FMS, LLC.'s plan?

Case FMS, LLC.'s plan covered 134 participants for 2024.

Original filing (PDF)20251008131742NAL0003309395001

Case FMS, LLC.

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

Form 5500

FILING_RECEIVED

Case FMS, LLC 401(k) Plan

401(k) retirement plan · Case FMS, LLC.'s Case FMS, LLC 401(k) Plan covered 134 participants in 2024.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

134

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Michael Cipolla signed Case FMS, LLC.'s 2024 Form 5500 as plan administrator.

Michael Cipolla — 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 FMS, LLC.'s EIN is 27-0610127.

EIN 27-0610127

Plan number 001

Plan year 2024

ACK ID 20251008131742NAL0003309395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case FMS, LLC.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASE FMS, LLC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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

CASE FMS, LLC.

EIN

all filings

Address

356 JOHN L. DIETSCH BLVD · NORTH ATTLEBORO, MA · 02763

Phone

(888) 978-7669

Industry

Other Services (ex. Public Admin)

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

2025-10-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

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

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $10K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.