Paul A. Casey a SOLE Proprietor Profit Sharing Plan
Defined-contribution retirement plan · Paul A. Casey's Paul A. Casey a SOLE Proprietor Profit Sharing Plan held $1.6M in plan assets for 1 participants in 2025.
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan identifiers
Paul A. Casey's EIN is 65-1265038.
EIN 65-1265038
Plan number 001
Plan year 2025
ACK ID 20260515114945NAL0009230401001
Official Form 5500 document
Download the official 2025 Form 5500 (PDF) for Paul A. Casey from the U.S. Department of Labor's EFAST2 system.
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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
79
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
