Shirley Horner signed Casa, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Casa, Inc.'s EIN is 52-1372972.
Download the official 2023 Form 5500 (PDF) for Casa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Casa, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $32K | — |
| LINCOLN FINANCIAL ADVISORS | 35-1151034 | — | INVESTMENT/FINANCIAL ADVI | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $472K | 16.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $307K | 10.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $304K | 10.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $234K | 8.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $211K | 7.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $173K | 5.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $159K | 5.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $132K | 4.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $129K | 4.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $109K | 3.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $105K | 3.6% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $70K | 2.4% | |
| VAN TARG RETIRE 2070 25 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $62K | 2.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $42K | 1.4% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $37K | 1.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $35K | 1.2% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $34K | 1.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $26K | 0.9% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $23K | 0.8% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $19K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $18K | 0.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $18K | 0.6% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $16K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $15K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $15K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $13K | 0.4% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $6K | 0.2% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $5K | 0.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $4K | 0.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
