Original filing (PDF)20241010144511NAL0034500704001

LAW OFFICE OF ANTHONY J. CASSESE, LLC

Name: LAW OFFICE OF ANTHONY J. CASSESE, LLC — LAW OFFICE OF ANTHONY J. CASSESE, LLC 401K PLAN, Form 5500 (2023)
Creator: LAW OFFICE OF ANTHONY J. CASSESE, LLC

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF ANTHONY J. CASSESE, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$322K

Net assets (EOY)

$322K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF ANTHONY J. CASSESE, LLC.

Plan sponsor

Name

LAW OFFICE OF ANTHONY J. CASSESE, LLC

EIN

26-0702543all filings

Address

445 HAMILTON AVENUE · SUITE 605 · WHITE PLAINS, NY · 10601

Phone

(914) 533-3030

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator