How big is Harry Caswell, Inc.'s plan?

Harry Caswell, Inc.'s plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20250602104355NAL0027488322001

Harry Caswell, Inc.

Name: Harry Caswell, Inc. — Harry Caswell, Inc. 401(k), Form 5500 (2024)
Creator: Harry Caswell, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harry Caswell, Inc. 401(k) Plan

401(k) retirement plan · Harry Caswell, Inc.'s Harry Caswell, Inc. 401(k) Plan held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Lynne Caswell signed Harry Caswell, Inc.'s 2024 Form 5500 as plan administrator.

Lynne Caswell — 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

Harry Caswell, Inc.'s EIN is 51-0317406.

EIN 51-0317406

Plan number 001

Plan year 2024

ACK ID 20250602104355NAL0027488322001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harry Caswell, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harry Caswell, Inc.'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 HARRY CASWELL, INC..

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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