How big is Case Investment Three, LLC's plan?

Case Investment Three, LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250610163453NAL0024925056002

Case Investment Three, LLC

Name: Case Investment Three, LLC — Case Investments Three, Form 5500 (2024)
Creator: Case Investment Three, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case Investments Three, LLC Profit Sharing Plan

Defined-contribution retirement plan · Case Investment Three, LLC's Case Investments Three, LLC Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Lacee Thompson signed Case Investment Three, LLC's 2024 Form 5500 as plan administrator.

Lacee Thompson — 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 Investment Three, LLC's EIN is 43-1174210.

EIN 43-1174210

Plan number 002

Plan year 2024

ACK ID 20250610163453NAL0024925056002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Investment Three, LLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASE INVESTMENT THREE, 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