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Original filing (PDF)20251013091925NAL0000412179001
C.A.S.E. CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
101
Accounts w/ balance
155
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
How this plan invests
This plan
56 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C.A.S.E. CONSTRUCTION, INC..
Plan sponsor
Name
C.A.S.E. CONSTRUCTION, INC.
EIN
35-1975007
Address
4004 WEST WILLOUGHBY DRIVE · EDINBURGH, IN · 461249050
Phone
(812) 526-5525
Industry
Constructionsee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AGRESTA, STORMS & O'LEARY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY | $408 | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $13K | — |
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | NONE | $12K | — |
| NATIONWIDE RETIREMENT PLANS | 31-4156830 | COLUMBUS, OH | NONE | $621 | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $570 | — |
Investments
56 direct securities· $4.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amfds 2035 Trgtdtrtrmt R6 | — | — | — | $931K | 21.6% | |
| Amfds 2030 Trgtdtrtrmt R6 | — | — | — | $582K | 13.5% | |
| Fiduciary Investment Trust Balanced Portfolio Class C | — | — | — | $396K | 9.2% | |
| Amfds 2040 Trgtdtrtrmt R6 | — | — | — | $368K | 8.6% | |
| Fiduciary Investment Trust Aggressive Portfolio Class C | — | — | — | $284K | 6.6% | |
| Jpm Lgcap Gr R6 | — | — | — | $225K | 5.2% | |
| Amfds 2045 Trgtdtrtrmt R6 | — | — | — | $210K | 4.9% | |
| Amfds 2025 Trgtdtrtrmt R6 | — | — | — | $140K | 3.2% | |
| Vngrd 500 Index Fd As | — | — | — | $136K | 3.2% | |
| Amfds 2055 Trgtdtrtrmt R6 | — | — | — | $132K | 3.1% | |
| Notes receivable from participants | — | — | — | $126K | 2.9% | |
| Pgim Ttl Rtn Bd R6 | — | — | — | $113K | 2.6% | |
| Amfds 2060 Trgtdtrtrmt R6 | — | — | — | $106K | 2.5% | |
| Vngrd Mid-Cap Idx Fd As | — | — | — | $75K | 1.7% | |
| Fit Mod Cnsrv | — | — | — | $62K | 1.4% | |
| Fit Gr | — | — | — | $62K | 1.4% | |
| Vngrd Sm Cap Indx Fd As | — | — | — | $61K | 1.4% | |
| Amfds 2050 Trgtdtrtrmt R6 | — | — | — | $52K | 1.2% | |
| Mfs Intl Divrs R6 | — | — | — | $44K | 1.0% | |
| Vngrd Eq Inc Adml | — | — | — | $29K | 0.7% | |
| Amfds 2065 Trgtdtrtrmt R6 | — | — | — | $27K | 0.6% | |
| Vngrd Mdcap Val Indx Adml | — | — | — | $18K | 0.4% | |
| Amfds Am Bal R6 | — | — | — | $11K | 0.3% | |
| Fid 500 Indx | — | — | — | $11K | 0.3% | |
| Jpm Mdcap Gr R6 | — | — | — | $9K | 0.2% | |
| Fidadv Intl Gr Z | — | — | — | $7K | 0.2% | |
| Amcent Smcap Gr R6 | — | — | — | $7K | 0.2% | |
| Fid Intl Indx | — | — | — | $7K | 0.2% | |
| Dodge & Cox International Stock Fund Class I | — | — | — | $7K | 0.2% | |
| Gdmnscs Gqgptnrintloppr R6 | — | — | — | $7K | 0.2% | |
| Nw Loomis Allcap Gr R6 | — | — | — | $6K | 0.1% | |
| Nationwide Fixed Select Contract | — | — | — | $6K | 0.1% | |
| Avantis U.S. Large Cap Value Fund | — | — | — | $6K | 0.1% | |
| Fed Hrms Gov Oblgtns Prmr | — | — | — | $5K | 0.1% | |
| Jpm Eq Inc R5 | — | — | — | $5K | 0.1% | |
| Avantis Emerging Markets Equity Fund - Institutional Class | — | — | — | $4K | <0.1% | |
| Mfs Mdcap Gr R6 | — | — | — | $3K | <0.1% | |
| Diamond Hill Mdcap I | — | — | — | $3K | <0.1% | |
| Prncpl Glbl Realest R6 | — | — | — | $3K | <0.1% | |
| Amfds 2010 Trgtdtrtrmt R6 | — | — | — | $3K | <0.1% | |
| Legal & General Commodity Strategy Fund - Institutional Shares | — | — | — | $2K | <0.1% | |
| Pimco Real Rtn Inst | — | — | — | $2K | <0.1% | |
| Vngrd Explr Adml | — | — | — | $2K | <0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class | — | — | — | $2K | <0.1% | |
| Fid Us Bd Indx | — | — | — | $2K | <0.1% | |
| Blackrock High Yield Portfolio - Class K | — | — | — | $1K | <0.1% | |
| Dfa Emrg Mkts Core Eq 2 Portfolio - Inst | — | — | — | $1K | <0.1% | |
| Pimcocomdyrealrtnstratinst | — | — | — | $855 | <0.1% | |
| Ab Global Bond Fund - Class Z | — | — | — | $298 | <0.1% | |
| Blkrk Ttl Rtn K | — | — | — | $238 | <0.1% | |
| Ab Glbl Bd I | — | — | — | $209 | <0.1% | |
| Amfds 2020 Trgtdtrtrmt R6 | — | — | — | $154 | <0.1% | |
| Blkrk Mdcap Gr Eq Inst | — | — | — | $9 | <0.1% | |
| Dfa Us Lgcap Val Inst | — | — | — | $2 | <0.1% | |
| Col Sel Lgcap Gr Inst2 | — | — | — | $1 | <0.1% | |
| Blkrk Strat Inc Oppr I | — | — | — | $1 | <0.1% |