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Sponsor portfolio

CASELY, INC.

EIN 81-4394602-retail-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
10
240 KENT AVENUE, K2/813 - BROOKLYN, NY 11249919-793-3132getcasely.comLinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#001401k-$1.4M - 5 part#002CashBalance-$810K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CASELY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CASELY INC. CASH BALANCE PLAN

CashBalance

Assets$810K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CASELY, INC. 401(K) PROFIT SHARING PLAN401k$1.4M52025
002CASELY INC. CASH BALANCE PLANCashBalance$810K52025
Retirement plans
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