Back to filter
Original filing (PDF)20250521160407NAL0002059009001
PAUL A. CASEY
Form 5500-SF
FILING_RECEIVED
PAUL A. CASEY A SOLE PROPRIETOR RETIREMENT PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAUL A. CASEY.
Plan sponsor
Name
PAUL A. CASEY
EIN
65-1265038
Address
21731 VENTURA BLVD #300 · WOODLAND HILLS, CA · 91364
Phone
(818) 592-2000
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
1A · Pay-related DB formula
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 providersRelated plans
Similar-size Arts, Entertainment, Recreation plans
NOYAC GOLF CLUB
NOYAC GOLF CLUB 401(K) PROFIT SHARING PLAN & TRUST
$3.9M · 57 participants
OLD ELM CLUB
OLD ELM CLUB 401(K) SAVINGS PLAN
$3.9M · 22 participants
SPORTS CAR CLUB OF AMERICA, INC.
SCCA 401(K) PLAN
$3.8M · 46 participants
RICK MACCI ACADEMY, INC.
RICK MACCI ACADEMY, INC 401(K) PLAN
$3.8M · 2 participants
TULSA BASEBALL, INC.
TULSA BASEBALL, INC. EMPLOYEE SAVINGS TRUST
$3.8M · 25 participants
SOUTH FLORIDA MOTORSPORTS, LLC
MIAMI GRAND PRIX 401(K) PLAN
$4.0M · 336 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B