How big is CAST Capital Partners, Inc.'s plan?

CAST Capital Partners, Inc.'s plan reported $61K in assets and 2 participants for 2024.

Original filing (PDF)20251014092958NAL0002413361001

CAST Capital Partners, Inc.

Name: CAST Capital Partners, Inc. — CAST Capital Partners, Form 5500 (2024)
Creator: CAST Capital Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CAST Capital Partners, Inc. 401(k) Plan

401(k) retirement plan · CAST Capital Partners, Inc.'s CAST Capital Partners, Inc. 401(k) Plan held $61K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan identifiers

CAST Capital Partners, Inc.'s EIN is 88-2982220.

EIN 88-2982220

Plan number 001

Plan year 2024

ACK ID 20251014092958NAL0002413361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CAST Capital Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 (98th percentile).

Plan sponsor

Name

CAST CAPITAL PARTNERS, INC.

EIN

all filings

Address

5090 SHOREHAM PLACE · SUITE 100 · SAN DIEGO, CA · 92122

Phone

(619) 308-6680

Industry

Real Estate

Plan administrator