How big is Casters Holdings, LLC's plan?

Casters Holdings, LLC's plan reported $3.4M in assets and 15 participants for 2024.

Original filing (PDF)20251008125433NAL0009438720001

Casters Holdings, LLC

Name: Casters Holdings, LLC — Semasio 401(k) Plan, Form 5500 (2024)
Creator: Casters Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Semasio 401(k) Plan

401(k) retirement plan · Casters Holdings, LLC's Semasio 401(k) Plan held $3.4M in plan assets for 15 participants in 2024, with Betterment as recordkeeper.

Signals · 1

29% in single holding

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

LISA SU signed Casters Holdings, LLC's 2024 Form 5500 as plan administrator.

LISA SU — 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

Casters Holdings, LLC's EIN is 84-2521131.

EIN 84-2521131

Plan number 001

Plan year 2024

ACK ID 20251008125433NAL0009438720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casters Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casters Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTERS HOLDINGS, LLC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (5th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CASTERS HOLDINGS, LLC

EIN

all filings

Address

222 SOUTH RIVERSIDE PLAZA · SUITE 1500 · CHICAGO, IL · 60606

Phone

(785) 409-7100

Industry

Professional & Technical Services

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

HALLOWELL 401(K) ASSURANCE, LLC

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$7K	—

Investments

33 direct securities· $3.4M(100% of reported assets)

Mutual Funds

$2.1M

5 holdings

Other securities

$842K

25 holdings

Common Collective Trusts

$432K

2 holdings

U.S. Treasuries

$4K

1 holding

					% of plan
Vanguard Total Stock Market ETF Exchange traded fund	Mutual Funds	—	—	$981K	29.2%
Vanguard FTSE Developed Markets Exchange traded fund	Mutual Funds	—	—	$760K	22.6%
SPDR Portfolio S&P 500 ETF Exchange traded fund	Common Collective Trusts	—	—	$428K	12.7%
iShares Core MSCI EAFE ETF Exchange traded fund 248 b iShares Core MSCI Emerging Markets ETF Exchange traded fund 260 b iShares Core Total US Bond Market ETF Exchange traded fund	Other securities	—	—	$290K	8.6%
Vanguard FTSE Emerging Markets Exchange traded fund	Mutual Funds	—	—	$274K	8.1%
SPDR Portfolio S&P 400 Mid Cap Exchange traded fund	Other securities	—	—	$183K	5.4%
SPDR Portfolio S&P 600 Small Cap ETF Exchange traded fund	Other securities	—	—	$141K	4.2%
Goldman Sachs ActiveBeta US Large Cap Equity Exchange traded fund	Other securities	—	—	$68K	2.0%
Vanguard Total International Bond ETF Exchange traded fund	Mutual Funds	—	—	$64K	1.9%
iShares Emerging Markets USD Bond ETF Exchange traded fund	Other securities	—	—	$58K	1.7%
SPDR S&P Kensho New Economies Composite ETF Exchange traded fund	Other securities	—	—	$21K	0.6%
Goldman Sachs ActiveBeta International Equity Exchange traded fund	Other securities	—	—	$14K	0.4%
iShares MSCI ACWI Low Carbon Target ETF Exchange traded fund	Other securities	—	—	$10K	0.3%
Goldman Sachs ActiveBeta Europe Equity ETF Exchange traded fund	Other securities	—	—	$9K	0.3%
iShares 0-5 Year TIPS Bond ETF Exchange traded fund	Other securities	—	—	$7K	0.2%
Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange traded fund	Other securities	—	—	$7K	0.2%
Goldman Sachs ActiveBeta Emerging Markets Equity Exchange traded fund	Other securities	—	—	$6K	0.2%
SPDR S&P 500 Fossil Fuel Reserves Free ETF Exchange traded fund	Common Collective Trusts	—	—	$4K	0.1%
Goldman Sachs ActiveBeta Japan Equity ETF Exchange traded fund	Other securities	—	—	$4K	0.1%
Vanguard LongTerm Government Bond Exchange traded fund	U.S. Treasuries	—	—	$4K	0.1%
JPMorgan Ultra-Short Income Exchange traded fund	Other securities	—	—	$4K	0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange traded fund	Other securities	—	—	$4K	0.1%
Vanguard Short-Term Inflation-Protected Securities ETF Exchange traded fund	Mutual Funds	—	—	$4K	0.1%
SPDR MSCI EAFE Fossil Fuel Free ETF Exchange traded fund	Other securities	—	—	$3K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund	Other securities	—	—	$3K	<0.1%
bGoldman Sachs Access U.S. Aggregate Bond ETF Exchange traded fund	Other securities	—	—	$2K	<0.1%
iShares Trust iShares USD Green Bond ETF Exchange traded fund	Other securities	—	—	$2K	<0.1%
Goldman Sachs Access High Yield Corporate Bond ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%
TCW Transform 500 ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%
Goldman Sachs TreasuryAccess 01 Year ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%
SPDR MSCI Emerging Markets Fossil Fuel Free ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF Exchange traded fund	Other securities	—	—	$1K	<0.1%