How big is Casa LUPE Inc.'s plan?

Casa LUPE Inc.'s plan reported $416K in assets and 55 participants for 2024.

Original filing (PDF)20250630155205NAL0006665715001

Casa LUPE Inc.

Name: Casa LUPE Inc. — Casa LUPE Inc. 401(k) Plan, Form 5500 (2024)
Creator: Casa LUPE Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa LUPE Inc. 401(k) Plan

401(k) retirement plan · Casa LUPE Inc.'s Casa LUPE Inc. 401(k) Plan held $416K in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$406K

Plan identifiers

Casa LUPE Inc.'s EIN is 94-2360129.

EIN 94-2360129

Plan number 001

Plan year 2024

ACK ID 20250630155205NAL0006665715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Casa LUPE Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CASA LUPE INC

EIN

all filings

Address

130 MAGNOLIA STREET · GRIDLEY, CA · 95948

Phone

(530) 846-5152

Industry

Accommodation & Food Services

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

2025-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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