Original filing (PDF)20250717162916NAL0000347939001

CASA SOLIS INC

Name: CASA SOLIS INC — CASA SOLIS INC 401(K) PLAN, Form 5500 (2024)
Creator: CASA SOLIS INC

Form 5500-SF

FILING_RECEIVED

CASA SOLIS INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CASA SOLIS INC.

Plan sponsor

Name

CASA SOLIS INC

EIN

83-3578080

Address

33053 SOTELO DR · TEMECULA, CA · 92592

Phone

(951) 526-9268

Industry

Accommodation & Food 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

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

HOMETOWN COFFEE LAKE FOREST LLC

HOMETOWN COFFEE & JUICE LLC

$74K · 153 participants

GRAIN & GRIT COLLECTIVE, LLC

GRAIN & GRIT COLLECTIVE, LLC RETIREMENT PLAN

$74K · 5 participants

GARFINKEL ENTERPRISES LTD

GARFINKEL ENTERPRISES LTD 401(K) PLAN

$74K · 149 participants

CALITO, LLC DBA PIZZERIA MARZANO

CALITO, LLC DBA PIZZERIA MARZANO 401(K) PROFIT SHARING PLAN

$75K · 14 participants

BRONX CORRAL GROUP

BRONX CORRAL GROUP INC 401K