How big is Casey Graham Enterprises, LLC's plan?

Casey Graham Enterprises, LLC's plan reported $245K in assets and 3 participants for 2025.

Original filing (PDF)20260518140554NAL0000215361001

Casey Graham Enterprises, LLC

Name: Casey Graham Enterprises, LLC — Casey Graham, Form 5500 (2025)
Creator: Casey Graham Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey Graham Enterprises, LLC Profit Sharing Plan

401(k) retirement plan · Casey Graham Enterprises, LLC's Casey Graham Enterprises, LLC Profit Sharing Plan held $245K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan identifiers

Casey Graham Enterprises, LLC's EIN is 45-4706134.

EIN 45-4706134

Plan number 001

Plan year 2025

ACK ID 20260518140554NAL0000215361001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Casey Graham Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Casey Graham Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASEY GRAHAM ENTERPRISES, 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

Knocking points off