Original filing (PDF)20251009154927NAL0011297504001

CASSANDRA FINANCIAL GROUP LLC

Name: CASSANDRA FINANCIAL GROUP LLC — CASSANDRA FINANCIAL GROUP LLC 401(K) PLAN, Form 5500 (2024)
Creator: CASSANDRA FINANCIAL GROUP LLC

Form 5500-SF

FILING_RECEIVED

CASSANDRA FINANCIAL GROUP LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$626K

Net assets (EOY)

$626K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CASSANDRA FINANCIAL GROUP LLC

EIN

20-2886890all filings

Address

8198 JOG ROAD, SUITE 200 · BOYNTON BEACH, FL · 33472

Phone

(561) 369-8400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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