How big is Casco Bay Wealth Advisors' plan?

Casco Bay Wealth Advisors' plan reported $2.1M in assets and 9 participants for 2024.

Original filing (PDF)20250617092328NAL0002696640001

Casco Bay Wealth Advisors

Name: Casco Bay Wealth Advisors — Casco Bay Wealth, Form 5500 (2024)
Creator: Casco Bay Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casco Bay Wealth Advisors 401(k) Plan

401(k) retirement plan · Casco Bay Wealth Advisors' Casco Bay Wealth Advisors 401(k) Plan held $2.1M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Christian Bishop signed Casco Bay Wealth Advisors' 2024 Form 5500 as plan administrator.

Christian Bishop — 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

Casco Bay Wealth Advisors' EIN is 46-3214064.

EIN 46-3214064

Plan number 001

Plan year 2024

ACK ID 20250617092328NAL0002696640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casco Bay Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casco Bay Wealth Advisors' 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 CASCO BAY WEALTH ADVISORS.

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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