How big is McKinze Casey, LLC's plan?

McKinze Casey, LLC's plan reported $696K in assets and 3 participants for 2024.

Original filing (PDF)20251008134212NAL0003325587001

McKinze Casey, LLC

Name: McKinze Casey, LLC — McKinze Casey Cash Balance Plan, Form 5500 (2024)
Creator: McKinze Casey, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKinze Casey Cash Balance Plan

Defined-benefit pension plan · McKinze Casey, LLC's McKinze Casey Cash Balance Plan held $696K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

People on this filing

Ryan Casey signed McKinze Casey, LLC's 2024 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 002

Plan year 2024

ACK ID 20251008134212NAL0003325587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McKinze Casey, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 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