How big is Casey Family Programs' plan?

Casey Family Programs' plan reported $103.9M in assets and 330 participants for 2024.

Original filing (PDF)20250730190548NAL0007257184001

Casey Family Programs

Name: Casey Family Programs — Casey Family Programs 401(a), Form 5500 (2024)
Creator: Casey Family Programs
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Casey Family Programs 401(a) Employer Funded Long TERM Savings Plan and Trust

Defined-contribution retirement plan · Casey Family Programs' Casey Family Programs 401(a) Employer Funded Long TERM Savings Plan and Trust held $103.9M in plan assets for 330 participants in 2024, with Transamerica as recordkeeper.

Signals · 1

28% in single holding

Active participants

330

Accounts w/ balance

564

Plan assets (EOY)

$103.9M

Net assets (EOY)

$103.9M

People on this filing

Scott McCaulou signed Casey Family Programs' 2024 Form 5500 as plan administrator.

Scott McCaulou — 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

Casey Family Programs' EIN is 91-0793881.

EIN 91-0793881

Plan number 001

Plan year 2024

ACK ID 20250730190548NAL0007257184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Casey Family Programs' plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

CASEY FAMILY PROGRAMS

EIN

all filings

Address

2001 8TH AVE · SUITE 2700 · SEATTLE, WA · 98121

Phone

(206) 282-7300

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

VWC, P.S.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$4K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONAL FINANCIAL SERVICES	04-3523567	—	SECURITIES BROKER	$0	—

Investments

29 direct securities· $107.4M(100% of reported assets)

Mutual Funds

$85.1M

23 holdings

Common Collective Trusts

$11.9M

2 holdings

Other securities

$10.4M

4 holdings

					% of plan
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$31.2M	30.1%
Dodge & Cox Stock X Mutual Fund	Mutual Funds	—	—	$9.5M	9.1%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$8.7M	8.4%
Vanguard Treasury Money Market Investor Mutual Fund	Mutual Funds	—	—	$8.0M	7.7%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$4.0M	3.8%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$3.9M	3.8%
Hartford International Value R6 Mutual Fund	Other securities	—	—	$3.7M	3.6%
Hartford Intl Val R6	Other securities	—	—	$3.7M	3.6%
PRIMECAP Odyssey Stock Mutual Fund	Mutual Funds	—	—	$3.7M	3.5%
Calvert Calve US Lg cp Cr Responsible Idx I	Common Collective Trusts	—	—	$3.2M	3.0%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$3.0M	2.9%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$2.7M	2.6%
Dodge & Cox Income X Mutual Fund	Mutual Funds	—	—	$2.6M	2.5%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$2.5M	2.4%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$2.5M	2.4%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.5M	2.4%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	—	$2.2M	2.2%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$2.0M	1.9%
Allspring Special Small Cap Val R6 Mutual Fund	Other securities	—	—	$1.9M	1.9%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$1.8M	1.8%
Vanguard FTSE All World ex-US Idex Adm Mutual Fund	Mutual Funds	—	—	$1.4M	1.4%
Baillie Gifford Long Term Gl Gr K Mutual Fund	Other securities	—	—	$965K	0.9%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$509K	0.5%
Invesco Oppenheimer International Gr R6 Mutual Fund	Mutual Funds	—	—	$349K	0.3%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$281K	0.3%
Vanguard Inf-Protected Secs Adm Mutual Fund	Mutual Funds	—	—	$256K	0.2%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$179K	0.2%
Vanguard Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$36K	<0.1%
Vanguard Target Retrmnt 2060	Mutual Funds	—	—	$3K	<0.1%