Plan Snapshot
- Plan Sponsor: Cassady, Schiller & Associates, INC.
- Sponsor EIN: 311311065
- Sponsor Address: 4555 LAKE FOREST DRIVE, CINCINNATI, OH, 45242
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 81
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 81 | $14.5M | $359,697 | $897,235 |
| 2022 | 71 | $12.2M | $327,925 | $850,635 |