Original filing (PDF)20250605114333NAL0009125347001

CASSITY JONES, INC.

Name: CASSITY JONES, INC. — CASSITY JONES, INC. 401K EMPLOYEE PLAN AND TRUST, Form 5500 (2024)
Creator: CASSITY JONES, INC.

Form 5500-SF

FILING_RECEIVED

CASSITY JONES, INC. 401K EMPLOYEE PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

CASSITY JONES, INC.

EIN

75-1233511

Address

302 PINE TREE ROAD · LONGVIEW, TX · 75604

Phone

(903) 759-0736

Industry

Retail Tradesee 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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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