Original filing (PDF)20231207101421NAL0039335778001

CASE MANAGEMENT SOLUTIONS

Name: CASE MANAGEMENT SOLUTIONS — MANAGEMENT SOLUTIONS 401K PLAN, Form 5500 (2022)
Creator: CASE MANAGEMENT SOLUTIONS

Form 5500-SF

FILING_RECEIVED

MANAGEMENT SOLUTIONS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASE MANAGEMENT SOLUTIONS.

Plan sponsor

Name

CASE MANAGEMENT SOLUTIONS

EIN

81-0974088

Address

560 SYLVAN AVE SUITE 3082 · ENGLEWOOD, NJ · 07632

Phone

(516) 666-7515

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-05-23

Filed

2023-12-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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 Health Care & Social Assistance plans

UNIQUE HEALTH AND WELLNESS, LLC

UNIQUE HEALTH AND WELLNESS RETIREMENT PLAN

UWS ASC LLC DBA UPPER WEST SIDE ENDOSCOPY

UPPER WEST SIDE ENDOSCOPY 401(K) RETIREMENT PLAN

LIGHTHOUSE CONSULTING GROUP, LLC

LIGHTHOUSE CONSULTING GROUP, LLC GCF BENEFIT PLAN

MOMENTOUS HEALTH AT BATTLE CREEK, LLC

MOMENTOUS HEALTH AT BATTLE CREEK 401(K) PLAN

AVAIL HEALTH AND WELLNESS PLLC

AVAIL HEALTH AND WELLNESS 401(K) PLAN