How big is Caszone LLC's plan?

Caszone LLC's plan reported $470K in assets and 14 participants for 2024.

Original filing (PDF)20250923124627NAL0009202914001

Caszone LLC

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

Form 5500-SF

FILING_RECEIVED

Aegis Technologies 401(k) Plan

401(k) retirement plan · Caszone LLC's Aegis Technologies 401(k) Plan held $470K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

MS. Tracy Graves signed Caszone LLC's 2024 Form 5500 as plan administrator.

MS. Tracy Graves — 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

Caszone LLC's EIN is 54-2032510.

EIN 54-2032510

Plan number 001

Plan year 2024

ACK ID 20250923124627NAL0009202914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Caszone LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CASZONE LLC

EIN

all filings

Address

234 AIRPORT ROAD · WINCHESTER, VA · 22602

Phone

(540) 450-8878

Industry

Admin Support & Waste Mgmt

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

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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