How big is Cascd's plan?

Cascd's plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20250926071852NAL0013420514001

Cascd

Name: Cascd — Oakbourne Advisors 401(k) Plan, Form 5500 (2024)
Creator: Cascd
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oakbourne Advisors 401(k) Plan

401(k) retirement plan · Cascd's Oakbourne Advisors 401(k) Plan held $2.0M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Cascd's EIN is 84-2983593.

EIN 84-2983593

Plan number 001

Plan year 2024

ACK ID 20250926071852NAL0013420514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

CASCD

EIN

all filings

Address

200 CONNELL DRIVE, SUITE 1000 · BERKELEY HEIGHTS, NJ · 07922

Phone

(908) 850-9991

Industry

Finance & Insurance

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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Trevian Wealth Management, LLC

Trevian Wealth Pension Plan

$2.0M · 4 participants

BACK Cove Financial, LLC

BACK Cove Financial 401(k) Plan

$2.0M · 12 participants

Rdmkcd, LLC DBA DKD Wealth Strategies Group

DKD Wealth Strategies Group 401(k) Plan

$2.0M · 14 participants

Taylor Frigon Capital Management LLC

Taylor Frigon Pension Plan

$2.0M · 4 participants

Moon Capital Management, LLC

Moon Capital Management 401(k) Profit Sharing Plan

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