How big is CASS Holdings, LLC's plan?

CASS Holdings, LLC's plan reported $1.3M in assets and 18 participants for 2024.

Original filing (PDF)20251002071028NAL0000242672001

CASS Holdings, LLC

Name: CASS Holdings, LLC — CASS Holdings, LLC 401(k), Form 5500 (2024)
Creator: CASS Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CASS Holdings, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CASS Holdings, LLC's CASS Holdings, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Chris Nighbor signed CASS Holdings, LLC's 2024 Form 5500 as plan administrator.

Chris Nighbor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CASS Holdings, LLC's EIN is 73-1511779.

EIN 73-1511779

Plan number 002

Plan year 2024

ACK ID 20251002071028NAL0000242672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CASS Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CASS Holdings, LLC's 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 CASS HOLDINGS, LLC.

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Plan health score

Above-average plan

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

Knocking points off