How big is Case Management Consulting, LLC's plan?

Case Management Consulting, LLC's plan reported $1.5M in assets and 17 participants for 2024.

Original filing (PDF)20250620104053NAL0009549138001

Case Management Consulting, LLC

Name: Case Management Consulting, LLC — Case 401(k) Plan, Form 5500 (2024)
Creator: Case Management Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case 401(k) Plan

401(k) retirement plan · Case Management Consulting, LLC's Case 401(k) Plan held $1.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

DAVE Demartin signed Case Management Consulting, LLC's 2024 Form 5500 as plan administrator.

DAVE Demartin — 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

Case Management Consulting, LLC's EIN is 47-2751958.

EIN 47-2751958

Plan number 001

Plan year 2024

ACK ID 20250620104053NAL0009549138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Management Consulting, 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 CASE MANAGEMENT CONSULTING, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score