Original filing (PDF)20250618212354NAL0004162080001

CASCOS & ASSOCIATES, PC

Name: CASCOS & ASSOCIATES, PC — CASCOS & ASSOCIATES, PC 401(K) PLAN, Form 5500 (2024)
Creator: CASCOS & ASSOCIATES, PC

Form 5500-SF

FILING_RECEIVED

CASCOS & ASSOCIATES, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASCOS & ASSOCIATES, PC.

Plan sponsor

Name

CASCOS & ASSOCIATES, PC

EIN

83-2842934all filings

Address

765 E 7TH ST. · BROWNSVILLE, TX · 78520

Phone

(956) 544-7778

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

LALEA & BLACK, LLP

LALEA & BLACK, LLP 401(K) PLAN & TRUST

$426K · 4 participants

SAMBOURG & ASSOCIATES LLC

SAMBOURG & ASSOCIATES 401(K) PLAN

$426K · 4 participants

MICHAEL L. STUCK C.P.A., P.C.

MICHAEL L. STUCK C.P.A., P.C. 401(K) P/S PLAN

$426K · 4 participants

DIMAGGIO & ROBINSON, LTD

DIMAGGIO & ROBINSON, LTD 401(K) PLAN

$427K · 5 participants

TIMBERLINE TAX GROUP LLC

$426K · 47 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.