Casa, Inc. 401(k) Plan
Sponsored by Casa, Inc. · EIN 521372972 · Plan #002
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 211
- With balances
- 133
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $29,862 |
| Lincoln Financial Advisors | Recordkeeping, Trustee (institutional), Other services | $11,145 |