Original filing (PDF)20260423220110NAL0005224913038

Casiola LLC

Name: Casiola LLC — Casiola 401(k) Plan, Form 5500 (2025)
Creator: Casiola LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casiola 401(k) Plan

401(k) retirement plan · Casiola LLC's Casiola 401(k) Plan held $110K in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CASIOLA LLC

EIN

36-4778451all filings

Address

6751 FORUM DR · SUITE 230 · ORLANDO, FL · 32821

Phone

(800) 464-4104

Industry

Real Estate

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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