How big is CASM Inc.'s plan?

CASM Inc.'s plan reported $154K in assets and 4 participants for 2024.

Original filing (PDF)20250904114916NAL0009713683001

CASM Inc.

Name: CASM Inc. — CASM Air Conditioning, Inc. 401(k) Plan, Form 5500 (2024)
Creator: CASM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CASM Air Conditioning, Inc. 401(k) Plan

401(k) retirement plan · CASM Inc.'s CASM Air Conditioning, Inc. 401(k) Plan held $154K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

David Joesten signed CASM Inc.'s 2024 Form 5500 as plan administrator.

David Joesten — 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

CASM Inc.'s EIN is 86-0582545.

EIN 86-0582545

Plan number 001

Plan year 2024

ACK ID 20250904114916NAL0009713683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CASM Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CASM INC.

EIN

all filings

Address

219 S. WILLIAM DILLARD DRIVE BLDG I · GILBERT, AZ · 85233

Phone

(480) 633-9559

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator