How big is CASS Professional Services Corp.'s plan?

CASS Professional Services Corp.'s plan reported $1.2M in assets and 80 participants for 2022.

Original filing (PDF)20231016121426NAL0025508115001

CASS Professional Services Corp.

Name: CASS Professional Services Corp. — META Strategic, Form 5500 (2022)
Creator: CASS Professional Services Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

META Strategic Mobility 401(k) Plan

401(k) retirement plan · CASS Professional Services Corp.'s META Strategic Mobility 401(k) Plan held $1.2M in plan assets for 80 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

CASS Professional Services Corp.'s EIN is 34-2004388.

EIN 34-2004388

Plan number 001

Plan year 2022

ACK ID 20231016121426NAL0025508115001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for CASS Professional Services Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

CASS Professional Services Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASS PROFESSIONAL SERVICES CORP.

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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