How big is Case Management Solutions' plan?

Case Management Solutions' plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250214142932NAL0043093488001

Case Management Solutions

Name: Case Management Solutions — Case Management, Form 5500 (2024)
Creator: Case Management Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case Management Solutions 401(k) Plan

401(k) retirement plan · Case Management Solutions' Case Management Solutions 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Case Management Solutions' EIN is 58-2096832.

EIN 58-2096832

Plan number 001

Plan year 2024

ACK ID 20250214142932NAL0043093488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Case Management Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASE MANAGEMENT SOLUTIONS.

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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