How big is Case Venture Management, LLC's plan?

Case Venture Management, LLC's plan reported $3.9M in assets and 2 participants for 2024.

Original filing (PDF)20250321154101NAL0006151859001

Case Venture Management, LLC

Name: Case Venture Management, LLC — Leading Edge Design, Form 5500 (2024)
Creator: Case Venture Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Leading Edge Design, LLC 401(k) Plan

401(k) retirement plan · Case Venture Management, LLC's Leading Edge Design, LLC 401(k) Plan held $3.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Larry Demar signed Case Venture Management, LLC's 2024 Form 5500 as plan administrator.

Larry Demar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Case Venture Management, LLC's EIN is 36-4332836.

EIN 36-4332836

Plan number 001

Plan year 2024

ACK ID 20250321154101NAL0006151859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

CASE VENTURE MANAGEMENT, LLC

EIN

all filings

Address

1640 MAPLE AVENUE, #1606 · EVANSTON, IL · 60201

Phone

(847) 602-8877

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator