How big is Caskx LLC's plan?

Caskx LLC's plan reported $91K in assets and 16 participants for 2024.

Original filing (PDF)20250721094213NAL0001262977001

Caskx LLC

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

Form 5500-SF

FILING_RECEIVED

Caskx LLC 401(k) Plan

401(k) retirement plan · Caskx LLC's Caskx LLC 401(k) Plan held $91K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

People on this filing

Marcus Bowie signed Caskx LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Caskx LLC's EIN is 30-1232912.

EIN 30-1232912

Plan number 001

Plan year 2024

ACK ID 20250721094213NAL0001262977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caskx LLC'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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

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

Plan sponsor

Name

CASKX LLC

EIN

all filings

Address

9720 WILSHIRE BOULEVARD, SUITE 204 · BEVERLY HILLS, CA · 90212

Phone

(310) 807-5060

Industry

Finance & Insurance

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

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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