How big is Case, Ibrahim & Clauss, LLP's plan?

Case, Ibrahim & Clauss, LLP's plan reported $8.1M in assets and 2 participants for 2024.

Original filing (PDF)20250609150204NAL0014362289001

Case, Ibrahim & Clauss, LLP

Name: Case, Ibrahim & Clauss, LLP — Case, Ibrahim &, Form 5500 (2024)
Creator: Case, Ibrahim & Clauss, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case, Ibrahim & Clauss, LLP 401(k) Retirement Savings Plan

401(k) retirement plan · Case, Ibrahim & Clauss, LLP's Case, Ibrahim & Clauss, LLP 401(k) Retirement Savings Plan held $8.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

Case, Ibrahim & Clauss, LLP's EIN is 33-0791648.

EIN 33-0791648

Plan number 001

Plan year 2024

ACK ID 20250609150204NAL0014362289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Case, Ibrahim & Clauss, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Case, Ibrahim & Clauss, LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASE, IBRAHIM & CLAUSS, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

CASE, IBRAHIM & CLAUSS, LLP

EIN

all filings

Address

15615 ALTON PARKWAY · SUITE 450 · IRVINE, CA · 92606

Phone

(714) 540-3636

Industry

Law Offices· Professional & Technical Services

Plan administrator