How big is Patrick Casey & Co. LLP's plan?

Patrick Casey & Co. LLP's plan reported $3.4M in assets and 20 participants for 2025.

Original filing (PDF)20260311173407NAL0005607072001

Patrick Casey & Co. LLP

Name: Patrick Casey & Co. LLP — Patrick Casey & Co. LLP, Form 5500 (2025)
Creator: Patrick Casey & Co. LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick Casey & Co. LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Patrick Casey & Co. LLP's Patrick Casey & Co. LLP 401(k) Profit Sharing Plan held $3.4M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Patrick Casey & Co. LLP's EIN is 93-1300958.

EIN 93-1300958

Plan number 001

Plan year 2025

ACK ID 20260311173407NAL0005607072001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick Casey & Co. LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick Casey & Co. LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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