Original filing (PDF)20250904121518NAL0010025667001

RC CASEY, INC.

Name: RC CASEY, INC. — RC CASEY 401(K) PLAN, Form 5500 (2024)
Creator: RC CASEY, INC.

Form 5500-SF

FILING_RECEIVED

RC CASEY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RC CASEY, INC..

Plan sponsor

Name

RC CASEY, INC.

EIN

65-0432062

Address

5642 6TH STREET W, UNIT E · LEHIGH ACRES, FL · 33971

Phone

(239) 549-0060

Industry

Constructionsee 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

2025-09-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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