Original filing (PDF)20260324122123NAL0001491219001

CASA FORTALEZA

Name: CASA FORTALEZA — CASA FORTALEZA RETIREMENT PLAN, Form 5500 (2024)
Creator: CASA FORTALEZA

Form 5500-SF

FILING_RECEIVED

CASA FORTALEZA RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CASA FORTALEZA

EIN

47-4381273

Address

2340 ALAMO AVE SE #124 · ALBUQUERQUE, NM · 87106

Phone

(505) 485-4826

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