· 2022–2024 · DOL EFAST2

Cassedy Financial Group, Inc. — Cassedy Financial, Form 5500 (2024)

Original filing (PDF)20250924124022NAL0010595474001

Cassedy Financial Group, Inc.

Form 5500-SF

FILING_RECEIVED

Cassedy Financial Group, Inc. Profit Sharing Plan

401(k) retirement plan · Cassedy Financial Group, Inc.'s Cassedy Financial Group, Inc. Profit Sharing Plan held $4.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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

78

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CASSEDY FINANCIAL GROUP, INC.

EIN

59-3406507all filings

Address

534 RIVIERA DRIVE · TAMPA, FL · 336063808

Phone

(813) 251-0004

Industry

Finance & Insurance

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Five Dimensions Energy LLC

Five Dimensions Energy LLC 401(k) Plan

$4.5M · 26 participants

Burkehill Global Management, LP

Burkehill Global Management, LP 401(k) Retirement Plan

$4.5M · 14 participants

Monteverde Group, LLC

Monteverde Group, LLC 401(k) Profit Sharing Plan

$4.5M · 10 participants

Intelligence Driven Advisers, LLC

Intelligence Driven Advisers, LLC 401(k) Plan

$4.5M · 22 participants

BUDD Wealth Management

BUDD Wealth Management 401(k) Profit Sharing Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.