How big is McKinze Casey, LLC's plan?

McKinze Casey, LLC's plan reported $406K in assets and 3 participants for 2023.

Original filing (PDF)20241003113923NAL0020476066001

McKinze Casey, LLC

Name: McKinze Casey, LLC — McKinze Casey 401(k) Plan, Form 5500 (2023)
Creator: McKinze Casey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKinze Casey 401(k) Plan

401(k) retirement plan · McKinze Casey, LLC's McKinze Casey 401(k) Plan held $406K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

People on this filing

Ryan Casey signed McKinze Casey, LLC's 2023 Form 5500 as plan administrator.

Ryan Casey — 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

McKinze Casey, LLC's EIN is 46-4276801.

EIN 46-4276801

Plan number 001

Plan year 2023

ACK ID 20241003113923NAL0020476066001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for McKinze Casey, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCKINZE CASEY, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score