How big is Cassandra Financial Group LLC's plan?

Cassandra Financial Group LLC's plan reported $626K in assets and 7 participants for 2024.

Original filing (PDF)20251009154927NAL0011297504001

Cassandra Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Cassandra Financial Group LLC 401(k) Plan

401(k) retirement plan · Cassandra Financial Group LLC's Cassandra Financial Group LLC 401(k) Plan held $626K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

People on this filing

Richard Tatum signed Cassandra Financial Group LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Cassandra Financial Group LLC's EIN is 20-2886890.

EIN 20-2886890

Plan number 001

Plan year 2024

ACK ID 20251009154927NAL0011297504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cassandra Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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