How big is Caswell Restaurant Group, Inc.'s plan?

Caswell Restaurant Group, Inc.'s plan reported $986K in assets and 33 participants for 2024.

Original filing (PDF)20251015131530NAL0009769666001

Caswell Restaurant Group, Inc.

Name: Caswell Restaurant Group, Inc. — Caswell 401(k), Form 5500 (2024)
Creator: Caswell Restaurant Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caswell 401(k) Retirement Plan

401(k) retirement plan · Caswell Restaurant Group, Inc.'s Caswell 401(k) Retirement Plan held $986K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

Plan identifiers

Caswell Restaurant Group, Inc.'s EIN is 27-3706642.

EIN 27-3706642

Plan number 001

Plan year 2024

ACK ID 20251015131530NAL0009769666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caswell Restaurant Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caswell Restaurant Group, 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 CASWELL RESTAURANT GROUP, INC..

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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

Knocking points off