How big is Caissa Public Strategy, LLC's plan?

Caissa Public Strategy, LLC's plan reported $376K in assets and 10 participants for 2024.

Original filing (PDF)20251001101744NAL0013053601001

Caissa Public Strategy, LLC

Name: Caissa Public Strategy, LLC — Caissa Public, Form 5500 (2024)
Creator: Caissa Public Strategy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Caissa Public Strategy, LLC 401(k) Plan

401(k) retirement plan · Caissa Public Strategy, LLC's Caissa Public Strategy, LLC 401(k) Plan held $376K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

Plan identifiers

Caissa Public Strategy, LLC's EIN is 27-4242155.

EIN 27-4242155

Plan number 001

Plan year 2024

ACK ID 20251001101744NAL0013053601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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

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).

Plan sponsor

Name

CAISSA PUBLIC STRATEGY, LLC

EIN

all filings

Address

5100 POPLAR AVENUE · SUITE 1720 · MEMPHIS, TN · 38137

Phone

(901) 522-1030

Industry

Professional & Technical Services

Plan administrator