Original filing (PDF)20250116100513NAL0013616467001

CASS VENTURES LLC

Name: CASS VENTURES LLC — OBERNAUER INSURANCE AGENCY 401(K) PLAN, Form 5500 (2024)
Creator: CASS VENTURES LLC

Form 5500-SF

FILING_RECEIVED

OBERNAUER INSURANCE AGENCY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASS VENTURES LLC.

Plan sponsor

Name

CASS VENTURES LLC

EIN

46-3071322

Address

1721 COCHRAN ROAD · SUITE 101 · PITTSBURGH, PA · 15220

Phone

(412) 608-6451

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-19

Filed

2025-01-16

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

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