How big is Caseadvance's plan?

Caseadvance's plan reported $826K in assets and 3 participants for 2024.

Original filing (PDF)20251008172421NAL0006185281001

Caseadvance

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

Form 5500-SF

FILING_RECEIVED

Caseadvance 401(k) Profit Sharing Plan

401(k) retirement plan · Caseadvance's Caseadvance 401(k) Profit Sharing Plan held $826K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

Plan identifiers

Caseadvance's EIN is 34-2049881.

EIN 34-2049881

Plan number 001

Plan year 2024

ACK ID 20251008172421NAL0006185281001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caseadvance's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CASEADVANCE.

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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