How big is William Casey LLC's plan?

William Casey LLC's plan reported $53K in assets and 11 participants for 2024.

Original filing (PDF)20250720110734NAL0000655762001

William Casey LLC

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

Form 5500-SF

FILING_RECEIVED

William Casey LLC 401(k) Plan

401(k) retirement plan · William Casey LLC's William Casey LLC 401(k) Plan held $53K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Shirley Horner signed William Casey LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

William Casey LLC's EIN is 88-1959229.

EIN 88-1959229

Plan number 001

Plan year 2024

ACK ID 20250720110734NAL0000655762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Casey LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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