How big is Casa Mateo's plan?

Casa Mateo's plan reported $28K in assets and 3 participants for 2024.

Original filing (PDF)20250715155845NAL0003284992001

Casa Mateo

Name: Casa Mateo — Casa Mateo 403(b) Retirement Plan, Form 5500 (2024)
Creator: Casa Mateo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa Mateo 403(b) Retirement Plan

403(b) retirement plan · Casa Mateo's Casa Mateo 403(b) Retirement Plan held $28K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

People on this filing

Monica Ortiz Holtkamp signed Casa Mateo's 2024 Form 5500 as plan administrator.

Monica Ortiz Holtkamp — 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 Mateo's EIN is 92-2487660.

EIN 92-2487660

Plan number 001

Plan year 2024

ACK ID 20250715155845NAL0003284992001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Casa Mateo's plan includes 403(b) custodial accounts, 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 CASA MATEO.

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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.

Plan sponsor

Name

CASA MATEO

EIN

all filings

Address

13125 INDIANAPOLIS STREET · HOUSTON, TX · 77015

Phone

(713) 816-6631

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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