How big is Casa Industries Inc.'s plan?

Casa Industries Inc.'s plan reported $515K in assets and 7 participants for 2025.

Original filing (PDF)20260429074246NAL0005763523001

Casa Industries Inc.

Name: Casa Industries Inc. — Casa Industries Inc. 401(k), Form 5500 (2025)
Creator: Casa Industries Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa Industries Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Casa Industries Inc.'s Casa Industries Inc. 401(k) Profit Sharing Plan & Trust held $515K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

People on this filing

Edward Rojas signed Casa Industries Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Casa Industries Inc.'s EIN is 82-0838920.

EIN 82-0838920

Plan number 001

Plan year 2025

ACK ID 20260429074246NAL0005763523001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Casa Industries Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Casa Industries Inc.'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 CASA INDUSTRIES INC.

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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 (89th percentile).

Plan sponsor

Name

CASA INDUSTRIES INC

EIN

all filings

Address

4430 E MIRALOMA AVE STE D · ANAHEIM, CA · 928071840

Phone

(714) 272-1167

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator