How big is CASP Advisory LLC's plan?

CASP Advisory LLC's plan reported $625K in assets and 2 participants for 2024.

Original filing (PDF)20250916154400NAL0001389587001

CASP Advisory LLC

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

Form 5500-SF

FILING_RECEIVED

CASP Advisory LLC I 401(k) Plan

401(k) retirement plan · CASP Advisory LLC's CASP Advisory LLC I 401(k) Plan held $625K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

Plan identifiers

CASP Advisory LLC's EIN is 88-1168113.

EIN 88-1168113

Plan number 001

Plan year 2024

ACK ID 20250916154400NAL0001389587001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CASP Advisory 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 CASP ADVISORY 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