# Cassiday Schade LLP 401(k) Plan
Source: https://planprovider.pro/companies/cassiday-schade-llp-401k-plan

> Cassiday Schade LLP's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cassiday Schade LLP

- **Sponsor EIN:** 363041539

- **Sponsor Address:** 222 W. ADAMS STREET, CHICAGO, IL, 60606

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

- **Total Participants:** 163

- **Total Assets:** $55.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|163|$55.4M|$925,943|$1.4M|

| 2023|149|$48.3M|$933,087|$1.2M|

| 2022|138|$40.4M|$1.0M|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CRAY, KAISER LTD|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,218|$4,814|—|—|—|

| 2023|$7,422|$5,709|—|—|—|

| 2022|$19,748|$6,913|—|—|—|

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