How big is Cassidy Financial Services, LLC's plan?

Cassidy Financial Services, LLC's plan reported $5.0M in assets and 11 participants for 2024.

Original filing (PDF)20250827125722NAL0016611088001

Cassidy Financial Services, LLC

Name: Cassidy Financial Services, LLC — Cassidy Financial, Form 5500 (2024)
Creator: Cassidy Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cassidy Financial Services, LLC 401(k) Plan

401(k) retirement plan · Cassidy Financial Services, LLC's Cassidy Financial Services, LLC 401(k) Plan held $5.0M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Brian Cassidy signed Cassidy Financial Services, LLC's 2024 Form 5500 as plan administrator.

Brian Cassidy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cassidy Financial Services, LLC's EIN is 14-1971867.

EIN 14-1971867

Plan number 001

Plan year 2024

ACK ID 20250827125722NAL0016611088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cassidy Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cassidy Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASSIDY FINANCIAL SERVICES, LLC.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score