Original filing (PDF)20250522075904NAL0008227730001

CASSADY SCHILLER WEALTH MANAGMENT LLC CHARLES SCHWAB & CO INC CUST.

Name: CASSADY SCHILLER WEALTH MANAGMENT LLC CHARLES SCHWAB & CO INC CUST. — DOUGLAS F REMPE REACTIVE PHYSICAL THERAPY, Form 5500 (2024)
Creator: CASSADY SCHILLER WEALTH MANAGMENT LLC CHARLES SCHWAB & CO INC CUST.

Form 5500-SF

FILING_RECEIVED

DOUGLAS F REMPE REACTIVE PHYSICAL THERAPY

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$349K

Net assets (EOY)

$349K

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 (99th percentile).

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..

Plan sponsor

Name

CASSADY SCHILLER WEALTH MANAGMENT LLC CHARLES SCHWAB & CO INC CUST.

EIN

46-4712059all filings

Address

4555 LAKE FOREST · STE 400 · CINCINNATI, OH · 45242

Phone

(513) 483-6652

Industry

Health Care & Social Assistancesee all

Plan administrator