How big is Casa Technology Systems, LLC's plan?

Casa Technology Systems, LLC's plan reported $1.7M in assets and 19 participants for 2024.

Original filing (PDF)20250820123648NAL0001605171001

Casa Technology Systems, LLC

Name: Casa Technology Systems, LLC — Casa Technology, Form 5500 (2024)
Creator: Casa Technology Systems, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa Technology Systems, LLC 401(k) Plan

401(k) retirement plan · Casa Technology Systems, LLC's Casa Technology Systems, LLC 401(k) Plan held $1.7M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Helen T. Heisler signed Casa Technology Systems, LLC's 2024 Form 5500 as plan administrator.

Helen T. Heisler — 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

Casa Technology Systems, LLC's EIN is 86-1011291.

EIN 86-1011291

Plan number 001

Plan year 2024

ACK ID 20250820123648NAL0001605171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASA TECHNOLOGY SYSTEMS, 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

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 (88th percentile).

Plan sponsor

Name

CASA TECHNOLOGY SYSTEMS, LLC

EIN

all filings

Address

1745 W. DEER VALLEY RD., STE. 126 · PHOENIX, AZ · 85027

Phone

(623) 537-0110

Industry

Electrical Contractors· Construction

Plan administrator