Plan Ledger DOL Form 5500 · updated monthly

THE CASON GROUP, INC.broker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.9M

THE CASON GROUP, INC. was paid $2,876,901 in commissions and fees across 167 employer benefit plans in 2024, as reported on Schedule A ($1,218,197 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 98 client planslost 39

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024167
Poly-Med, Inc. SC$42,615
Deposco, Inc GA$36,554
Pathways, Inc. KY$24,624
J. Davis, Inc SC$20,075
Haile Gold Mine SC$14,554
Pathline, LLC NJ$10,734
Hfi, LLC OH$10,088
Mayvin Inc VA$9,001

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the THE CASON GROUP, INC. brand.