Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASEY CAPITAL PARTNERS INC
EIN 84-3272975real estateLatest filing 2025
Plans
2
Retirement
2
$90K assets
Welfare
0
Participants
7
1326 CHICAGO AVE, OFFICE - EVANSTON, IL 60201847-309-2353caseycapitalre.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $90K assets / 7 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#001
CASEY CAPITAL PARTNERS INC 401K & PROFIT SHARING PLAN
401k
Assets$63K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CASEY CAPITAL PARTNERS INC 401K & PROFIT SHARING PLAN
401k
Assets$28K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASEY CAPITAL PARTNERS INC 401K & PROFIT SHARING PLAN | 401k | $63K | 4 | 2025 | |
| 002 | CASEY CAPITAL PARTNERS INC 401K & PROFIT SHARING PLAN | 401k | $28K | 3 | 2024 |
Retirement plans