How big is Cassiday Schade LLP's plan?

Cassiday Schade LLP's plan reported $55.4M in assets and 163 participants for 2024.

Original filing (PDF)20251015080637NAL0004306945001

Cassiday Schade LLP

Name: Cassiday Schade LLP — Cassiday Schade Profit Sharing, Form 5500 (2024)
Creator: Cassiday Schade LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cassiday Schade Profit Sharing Plan and Trust

401(k) retirement plan · Cassiday Schade LLP's Cassiday Schade Profit Sharing Plan and Trust held $55.4M in plan assets for 163 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

27% in single holdingCorrective distributions issued

Active participants

163

Accounts w/ balance

232

Plan assets (EOY)

$55.4M

Net assets (EOY)

$55.4M

People on this filing

Jasmin Ibrahimovic signed Cassiday Schade LLP's 2024 Form 5500 as plan administrator.

Jasmin Ibrahimovic — 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

Cassiday Schade LLP's EIN is 36-3041539.

EIN 36-3041539

Plan number 001

Plan year 2024

ACK ID 20251015080637NAL0004306945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cassiday Schade LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cassiday Schade LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASSIDAY SCHADE LLP.

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (89th percentile).
High average account balance (87th percentile).

Plan sponsor

Name

CASSIDAY SCHADE LLP

EIN

all filings

Address

222 W. ADAMS STREET · SUITE 2900 · CHICAGO, IL · 60606

Phone

(312) 641-3100

Industry

Law Offices· Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Investments

37 direct securities· $55.4M(100% of reported assets)

Mutual Funds

$35.4M

29 holdings

Other

$14.7M

1 holding

Common Collective Trusts

$4.1M

3 holdings

Other securities

$415K

2 holdings

Agency / Mortgage-Backed

$391K

1 holding

Bonds / Notes

$364K

1 holding

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$14.7M	26.6%
Fidelity Government Money Market Fund Class K6	Mutual Funds	—	—	$6.8M	12.3%
Fidelity Blue Chip Growth Fund Class K	Mutual Funds	—	—	$5.2M	9.4%
Fidelity Growth Company Fund Class K	Mutual Funds	—	—	$4.1M	7.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$3.2M	5.8%
Fidelity US Bond Index	Mutual Funds	—	—	$1.7M	3.1%
Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$1.5M	2.8%
Fidelity Equity Dividend Income	Mutual Funds	—	—	$1.3M	2.3%
Fidelity OTC Portfolio Class K	Mutual Funds	—	—	$1.2M	2.3%
Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$1.2M	2.2%
Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$1.1M	2.0%
Fidelity Magellan Fund Class K	Mutual Funds	—	—	$1.1M	1.9%
Fidelity Freedom Income K Fund	Mutual Funds	—	—	$1.0M	1.9%
Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$1.0M	1.9%
Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$962K	1.7%
Fidelity Diversified International Fund Class K	Mutual Funds	—	—	$905K	1.6%
Fidelity Capital & Income	Mutual Funds	—	—	$885K	1.6%
Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$870K	1.6%
Fidelity Total Market Index	Common Collective Trusts	—	—	$864K	1.6%
Fidelity Growth Strategies Fund Class K	Mutual Funds	—	—	$780K	1.4%
Fidelity Low-Priced Stock Fund Class K	Mutual Funds	—	—	$613K	1.1%
Fidelity International Index	Mutual Funds	—	—	$526K	0.9%
Fidelity Fund Class K	Mutual Funds	—	—	$434K	0.8%
Fidelity GNMA Fund	Agency / Mortgage-Backed	—	—	$391K	0.7%
Participant Loans (maturity dates ranging from August 2025 to November 2029, interest rates ranging from 4.25% to 9.50%)	Bonds / Notes	—	—	$364K	0.7%
Fidelity Freedom 2055 Fund	Mutual Funds	—	—	$356K	0.6%
Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$318K	0.6%
Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$310K	0.6%
Fidelity Total Bond K6	Mutual Funds	—	—	$302K	0.5%
Fidelity Extended Market Index	Mutual Funds	—	—	$297K	0.5%
American Funds American Mutual Fund Class R-6	Mutual Funds	—	—	$270K	0.5%
Causeway Emerging Markets	Other securities	—	—	$223K	0.4%
Glenmede Small Cap Equity	Other securities	—	—	$192K	0.3%
Fidelity Float Rate High Income	Mutual Funds	—	—	$111K	0.2%
Fidelity Multi-Asset Index Fund	Common Collective Trusts	—	—	$51K	<0.1%
Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$32K	<0.1%
Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$14K	<0.1%