How big is Case Management Group, LLC's plan?

Case Management Group, LLC's plan reported $1.4M in assets and 57 participants for 2024.

Original filing (PDF)20251015063259NAL0008002434001

Case Management Group, LLC

Name: Case Management Group, LLC — Case Management Group, Form 5500 (2024)
Creator: Case Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case Management Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Case Management Group, LLC's Case Management Group, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 57 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jessica Lasseter signed Case Management Group, LLC's 2024 Form 5500 as plan administrator.

Jessica Lasseter — 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 Management Group, LLC's EIN is 30-0567263.

EIN 30-0567263

Plan number 001

Plan year 2024

ACK ID 20251015063259NAL0008002434001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Management Group, LLC'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 CASE MANAGEMENT GROUP, LLC.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off