Original filing (PDF)20251002104358NAL0000340705001

CAISSA, LLC

Name: CAISSA, LLC — CAISSA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAISSA, LLC

Form 5500-SF

FILING_RECEIVED

CAISSA, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAISSA, LLC.

Plan sponsor

Name

CAISSA, LLC

EIN

80-0703957

Address

310 SPRING WOOD CT. · ALLENTOWN, PA · 18104

Phone

(917) 754-2081

Industry

Management of Companies / Holdingssee 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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

ATLANTIC HEALTH ALLIANCE INC.

ATLANTIC HEALTH ALLIANCE INC. 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

PPB CAPITAL PARTNERS, LLC

PPB CAPITAL PARTNERS 401(K) PLAN

$1.1M · 47 participants

SOUTHWEST LTC, LTD.

HEALTH BENEFIT PLAN FOR THE EMPLOYEES OF SOUTHWEST LTC, LTD.

$1.1M · 298 participants

RUBY PEAK, INC.

RUBY PEAK, INC. CASH BALANCE PLAN

$1.1M · 4 participants

GIBBS BROTHERS AND COMPANY, L.P.

GIBBS BROTHERS AND COMPANY MONEY PURCHASE PENSION PLAN