# Cassady, Schiller & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cassady-schiller-associates-inc-401k-plan

> Cassady, Schiller & Associates, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Cassady, Schiller & Associates, INC.

- **Sponsor EIN:** 311311065

- **Sponsor Address:** 4555 LAKE FOREST DRIVE, CINCINNATI, OH, 45242

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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.|

| 2024|0|$0|$183,161|$445,024|

| 2023|81|$14.5M|$359,697|$897,235|

| 2022|71|$12.2M|$327,925|$850,635|

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