· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
W.L. CASE & COMPANY — W.L. CASE & COMPANY PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250819125827NAL0003900352001
W.L. CASE & COMPANY
Form 5500-SF
FILING_RECEIVED
W.L. CASE & COMPANY PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
33
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
W.L. CASE & COMPANY
.
Find decision makers
Plan sponsor
Name
W.L. CASE & COMPANY
EIN
38-0404580
Address
4480 MACKINAW · SAGINAW, MI · 48603
Phone
(989) 793-9700
Industry
Other Services (ex. Public Admin)
see 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
2025-08-19
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
J. HENRY STUHR, INC.
J. HENRY STUHR, INC. EMPLOYEES 401(K) PLAN
$5.3M · 55 participants
FELLOWS, HELFENBEIN & NEWNAM FUNERAL HOME, PA
FELLOWS, HELFENBEIN AND NEWNAM 401(K) PROFIT SHARING PLAN AND TRUST
$5.3M · 69 participants
ETERNAL MEMORIALS INC.
ETERNAL MEMORIALS, INC. DEFINED BENEFIT PENSION PLAN AND TRUST
$5.3M · 11 participants
KREAMER FUNERAL HOME & CREMATORY IN
KREAMER FUNERAL HOME & CREMATORY, INC. 401(K) PROFIT SHARING PLAN
$5.3M · 12 participants
STAAB FUNERAL HOME, LTD.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
STAAB FUNERAL HOME PROFIT SHARING PLAN AND TRUST
$5.3M · 20 participants
NOLAN FUNERAL HOME
NOLAN FUNERAL HOME PROFIT SHARING PLAN
$5.2M · 8 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
