Original filing (PDF)20250116100513NAL0013616467001

CASS Ventures LLC

Name: CASS Ventures LLC — Obernauer Insurance Agency, Form 5500 (2024)
Creator: CASS Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Obernauer Insurance Agency 401(k) Plan

401(k) retirement plan · CASS Ventures LLC's Obernauer Insurance Agency 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

CASS Ventures LLC's EIN is 46-3071322.

EIN 46-3071322

Plan number 001

Plan year 2024

ACK ID 20250116100513NAL0013616467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CASS Ventures LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CASS Ventures LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASS VENTURES LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score