How big is Blair CATO Pickren Casterline, LLC's plan?

Blair CATO Pickren Casterline, LLC's plan reported $3.8M in assets and 46 participants for 2024.

Original filing (PDF)20250520143102NAL0005062978001

Blair CATO Pickren Casterline, LLC

Name: Blair CATO Pickren Casterline, LLC — Blair CATO, Form 5500 (2024)
Creator: Blair CATO Pickren Casterline, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blair CATO Pickren Casterline 401(k) Plan

401(k) retirement plan · Blair CATO Pickren Casterline, LLC's Blair CATO Pickren Casterline 401(k) Plan held $3.8M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Katie Bennett signed Blair CATO Pickren Casterline, LLC's 2024 Form 5500 as plan administrator.

Katie Bennett — 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

Blair CATO Pickren Casterline, LLC's EIN is 47-2323124.

EIN 47-2323124

Plan number 001

Plan year 2024

ACK ID 20250520143102NAL0005062978001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blair CATO Pickren Casterline, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blair CATO Pickren Casterline, 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 BLAIR CATO PICKREN CASTERLINE, LLC.

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Plan health score

Above-average plan

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

Knocking points off