How big is Casa Teresa, Inc.'s plan?

Casa Teresa, Inc.'s plan reported $130K in assets and 39 participants for 2024.

Original filing (PDF)20251222101020NAL0005245843001

Casa Teresa, Inc.

Name: Casa Teresa, Inc. — Casa Teresa, Inc. Erisa 403(b), Form 5500 (2024)
Creator: Casa Teresa, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casa Teresa, Inc. Erisa 403(b) Plan

403(b) retirement plan · Casa Teresa, Inc.'s Casa Teresa, Inc. Erisa 403(b) Plan held $130K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$130K

Net assets (EOY)

$130K

People on this filing

LISA Wood signed Casa Teresa, Inc.'s 2024 Form 5500 as plan administrator.

LISA Wood — 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 Teresa, Inc.'s EIN is 95-3251986.

EIN 95-3251986

Plan number 001

Plan year 2024

ACK ID 20251222101020NAL0005245843001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Casa Teresa, Inc.'s plan includes 403(b) custodial accounts, 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 TERESA, INC..

Finding similar companies…

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