Original filing (PDF)20250731161216NAL0010946978001

CASE SOLUTIONS, LLC

Name: CASE SOLUTIONS, LLC — CASE SOLUTIONS, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: CASE SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

CASE SOLUTIONS, LLC RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CASE SOLUTIONS, LLC

EIN

66-0820377all filings

Address

PO BOX 7394 · SAN JUAN, PR · 009167394

Phone

(787) 408-0763

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