Original filing (PDF)20260421085626NAL0004978994001

Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST.

Name: Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST. — Form 5500 Plan 001 (2025)
Creator: Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Douglas F Rempe Reactive Physical Therapy

Defined-contribution retirement plan · Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST.'s Douglas F Rempe Reactive Physical Therapy held $428K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

Plan identifiers

Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST.'s EIN is 46-4712059.

EIN 46-4712059

Plan number 001

Plan year 2025

ACK ID 20260421085626NAL0004978994001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cassady Schiller Wealth Managment LLC Charles Schwab & Co Inc. CUST. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASSADY SCHILLER WEALTH MANAGMENT LLC CHARLES SCHWAB & CO INC CUST..

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