How big is McKinze Casey LLC's plan?

McKinze Casey LLC's plan reported $551K in assets and 5 participants for 2025.

Original filing (PDF)20260424084430NAL0012010882001

McKinze Casey LLC

Name: McKinze Casey LLC — McKinze Casey LLC 401(k) Profit, Form 5500 (2025)
Creator: McKinze Casey LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKinze Casey LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · McKinze Casey LLC's McKinze Casey LLC 401(k) Profit Sharing Plan & Trust held $551K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$551K

Net assets (EOY)

$551K

Plan identifiers

McKinze Casey LLC's EIN is 82-3809000.

EIN 82-3809000

Plan number 001

Plan year 2025

ACK ID 20260424084430NAL0012010882001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for McKinze Casey LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

McKinze Casey LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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