How big is The Casey Hartman Group, LLC's plan?

The Casey Hartman Group, LLC's plan reported $93K in assets and 2 participants for 2024.

Original filing (PDF)20250722141410NAL0001419731001

The Casey Hartman Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Casey Hartman Group, LLC 401(k) Plan

401(k) retirement plan · The Casey Hartman Group, LLC's The Casey Hartman Group, LLC 401(k) Plan held $93K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

Plan identifiers

The Casey Hartman Group, LLC's EIN is 84-1988728.

EIN 84-1988728

Plan number 001

Plan year 2024

ACK ID 20250722141410NAL0001419731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Casey Hartman Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CASEY HARTMAN 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