# Cassady Schiller Wealth Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cassady-schiller-wealth-management-llc-401k-plan

> Cassady Schiller Wealth Management, LLC's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Cassady Schiller Wealth Management, LLC

- **Sponsor EIN:** 261761853

- **Sponsor Address:** OH

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

- **Total Participants:** 0

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$0|$5,252|$9,552|

| 2024|8|$1.9M|$25,844|$61,397|

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