· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE CASA GROUP INC. — THE CASA GROUP INC. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728062856NAL0000575491001
THE CASA GROUP INC.
Form 5500-SF
FILING_RECEIVED
THE CASA GROUP INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
11
Plan assets (EOY)
$549K
Net assets (EOY)
$549K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
THE CASA GROUP INC.
.
Find decision makers
Plan sponsor
Name
THE CASA GROUP INC.
EIN
46-2201062
Address
22 CORTLANDT STREET, 17TH FLOOR · NEW YORK, NY · 10007
Phone
(212) 233-6348
Industry
All Other Professional Services
· Professional & Technical Services
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
2025-07-28
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
CRANE GROUP INC.
CRANE GROUP INC. 401(K) PROFIT SHARING PLAN
$549K · 8 participants
KVR LANDSCAPE DESIGN
KVR LANDSCAPE DESIGN 401(K) PROFIT SHARING PLAN & TRUST
$549K · 8 participants
REVENUE COLLECTIVE INC.
PAVILION 401(K) PLAN
$549K · 25 participants
LEAFWELL, INC.
LEAFWELL, INC. 401(K) PLAN
$549K · 39 participants
CALIFORNIA CAR WASH
CALIFORNIA CAR WASH 401(K) PROFIT SHARING PLAN & TRUST
$549K · 94 participants
65
Knocking points off
Only 31% as many balances as active participants — suggests many active employees aren't deferring.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NAZARE CAPITAL INC
NAZARE CAPITAL INC 401(K) PLAN
$549K · 16 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
