How big is CAS Management Group, LLC's plan?

CAS Management Group, LLC's plan reported $10.0M in assets and 47 participants for 2024.

Original filing (PDF)20251009100708NAL0010725200001

CAS Management Group, LLC

Name: CAS Management Group, LLC — CAS Management Group LLC, Form 5500 (2024)
Creator: CAS Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAS Management Group LLC 401(k) Plan

401(k) retirement plan · CAS Management Group, LLC's CAS Management Group LLC 401(k) Plan held $10.0M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

Plan identifiers

CAS Management Group, LLC's EIN is 81-3192194.

EIN 81-3192194

Plan number 001

Plan year 2024

ACK ID 20251009100708NAL0010725200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CAS Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAS MANAGEMENT GROUP, LLC.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CAS MANAGEMENT GROUP, LLC

EIN

all filings

Address

7920 NW 154TH ST. · SUITE 401 · MIAMI LAKES, FL · 33016

Phone

(305) 694-0000

Industry

Retail Trade

Plan administrator