Original filing (PDF)20250710170755NAL0009484208001

CASPEX CORP.

Name: CASPEX CORP. — CASPEX CORP. RETIREMENT TRUST, Form 5500 (2024)
Creator: CASPEX CORP.

Form 5500-SF

FILING_RECEIVED

CASPEX CORP. RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASPEX CORP..

Plan sponsor

Name

CASPEX CORP.

EIN

51-0539647

Address

48531 WARM SPRINGS BLVD · STE 405 · FREMONT, CA · 94539

Phone

(610) 936-4404

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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