How big is Case Management Resources, Inc.'s plan?

Case Management Resources, Inc.'s plan reported $624K in assets and 2 participants for 2024.

Original filing (PDF)20250715114740NAL0001572707001

Case Management Resources, Inc.

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

Form 5500-SF

FILING_RECEIVED

Case Management Resources 401(k) Plan

401(k) retirement plan · Case Management Resources, Inc.'s Case Management Resources 401(k) Plan held $624K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

Plan identifiers

Case Management Resources, Inc.'s EIN is 31-1491363.

EIN 31-1491363

Plan number 001

Plan year 2024

ACK ID 20250715114740NAL0001572707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score