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Original filing (PDF)20250828083420NAL0005429955001
CASE SYSTEMS INC.
Form 5500
FILING_RECEIVED
CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN
401(k) retirement plan
Signals · 2
25% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
184
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "JP Morgan JP Morgan Large Cap Growth Fund" is 25% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASE SYSTEMS INC..
Plan sponsor
Name
CASE SYSTEMS INC.
EIN
38-3139894
Address
2700 JAMES SAVAGE ROAD · MIDLAND, MI · 48642
Phone
(989) 496-0769
Industry
Manufacturingsee 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
2025-08-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEINLANDER FITZHUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES AND CO. | 43-0345811 | — | NONE | $31K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
31 direct securities · 1 pooled fund· $21.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.3M
1 holding
Uncategorized
$10.0M
30 holdings
Pooled Separate Accounts
$715K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $10.3M | 94.6% | |
| JP Morgan JP Morgan Large Cap Growth Fund | — | — | — | $2.9M | 27.1% | |
| American Funds American Funds New Perspective Fund | — | — | — | $1.2M | 11.5% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $1.1M | 9.8% | |
| AB Small Cap Growth Fund | Pooled Separate Accounts | — | — | $715K | 6.6% | |
| American Funds American Funds American Balanced Fund | — | — | — | $608K | 5.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $443K | 4.1% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $355K | 3.3% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $304K | 2.8% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $296K | 2.7% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | — | — | — | $274K | 2.5% | |
| value Guaranteed Investment Fund American United Life Insurance * Company (OneAmerica) AUL Stable Value Account, interest rate 2% | — | — | — | $250K | 2.3% | |
| JP Morgan JP Morgan Equity Income Fund | — | — | — | $242K | 2.2% | |
| Vanguard 500 Index | — | — | — | $239K | 2.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $231K | 2.1% | |
| AMERICAN CENTURY AMERCENT MIDCAP VAL R6 MUTUAL FUND SHARES 0 | — | — | — | $220K | 2.0% | |
| Prudential PGIM Total Return Bond Fund | — | — | — | $212K | 2.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $189K | 1.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $174K | 1.6% | |
| Notes receivable from participants Participant Loans*** | — | — | — | $148K | 1.4% | |
| Vanguard Small Cap Index | — | — | — | $124K | 1.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | — | — | — | $94K | 0.9% | |
| MFS International Diversification Fund | — | — | — | $64K | 0.6% | |
| American Funds American Funds New World Fund | — | — | — | $63K | 0.6% | |
| Janus Henderson Janus Henderson Small Cap Value Fund | — | — | — | $62K | 0.6% | |
| Invesco Discovery Mid Cap Growth Fund | — | — | — | $47K | 0.4% | |
| INVESCO DISC MIDCAPGR R6 MUTUAL FUND SHARES 0 | — | — | — | $47K | 0.4% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $33K | 0.3% | |
| Vanguard Total Bond Market Index | — | — | — | $18K | 0.2% | |
| Macquarie Smid Cap Core Fund | — | — | — | $11K | 0.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $2K | <0.1% |