Plan Ledger DOL Form 5500 · updated monthly

THE CASON GROUP INCbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$2.3M

THE CASON GROUP INC was paid $2,323,336 in commissions and fees across 195 employer benefit plans in 2024, as reported on Schedule A ($479,250 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 84 client planslost 83

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 · 2024195
Asai Inc NC$103,780
Lpi, Inc. TN$30,517
The Cason Group SC$18,442
Ofs Fitel, LLC GA$18,331
Horn USA, Inc. TN$17,983
Ebi, LLC VA$17,595
Level Data, LLC MA$14,755
Fisk University TN$13,659
Exhibitus Inc. GA$11,470
Sizemore, Inc GA$10,941
Gridco Inc AL$10,611
Anakeesta, LLC TN$10,521
Delco LLC OH$9,632
Stf Pro, LLC GA$8,886

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