How big is Casey Services HVAC's plan?

Casey Services HVAC's plan reported $905K in assets and 35 participants for 2024.

Original filing (PDF)20250502132254NAL0002843971001

Casey Services HVAC

Name: Casey Services HVAC — Casey Services HVAC 401(k), Form 5500 (2024)
Creator: Casey Services HVAC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey Services HVAC 401(k) Plan

401(k) retirement plan · Casey Services HVAC's Casey Services HVAC 401(k) Plan held $905K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

People on this filing

Dean Casey signed Casey Services HVAC's 2024 Form 5500 as plan administrator.

Dean Casey — 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

Casey Services HVAC's EIN is 56-2025716.

EIN 56-2025716

Plan number 001

Plan year 2024

ACK ID 20250502132254NAL0002843971001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Casey Services HVAC'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 CASEY SERVICES HVAC.

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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

Knocking points off