How big is Cassity Jones, Inc.'s plan?

Cassity Jones, Inc.'s plan reported $6.0M in assets and 133 participants for 2024.

Original filing (PDF)20250605114333NAL0009125347001

Cassity Jones, Inc.

Name: Cassity Jones, Inc. — Cassity Jones, Inc. 401(k), Form 5500 (2024)
Creator: Cassity Jones, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cassity Jones, Inc. 401(k) Employee Plan and Trust

401(k) retirement plan · Cassity Jones, Inc.'s Cassity Jones, Inc. 401(k) Employee Plan and Trust held $6.0M in plan assets for 133 participants in 2024.

Signals · 1

No auditor on file

Active participants

133

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Cassity Jones, Inc.'s EIN is 75-1233511.

EIN 75-1233511

Plan number 001

Plan year 2024

ACK ID 20250605114333NAL0009125347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cassity Jones, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cassity Jones, Inc.'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 CASSITY JONES, INC..

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score