Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASA RECOVERY, INC.
EIN 27-1045149mental health careLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
61
31877 DEL OBISPO STREET, SUITE 104 - SAN JUAN CAPISTRANO, CA 92675949-259-3052casarecovery.comLinkedIn11-50 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 61 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CASA RECOVERY INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.6M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.7M | 14 | 2025 | |
| 003 | CASA RECOVERY INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.6M | 47 | 2024 |
Retirement plans