JILL Kuechle signed Cassia's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cassia's EIN is 83-1758728.
Download the official 2024 Form 5500 (PDF) for Cassia from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cassia's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 | Other securities | — | — | $23.1M | 18.0% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $17.9M | 14.0% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $14.8M | 11.5% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $14.4M | 11.3% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $9.8M | 7.6% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $8.1M | 6.3% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $7.4M | 5.8% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $5.9M | 4.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $5.1M | 4.0% | |
| American Funds Growth Fund | Mutual Funds | — | — | $2.6M | 2.0% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $2.0M | 1.6% | |
| MFS Value Fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $1.9M | 1.5% | |
| Transamerica Life Insurance Company Guaranteed Investment Option | Common Stocks | — | — | $1.6M | 1.2% | |
| Participant Loans Participant Loans - Interest Rate Range 4.25% to 9.50% - | Bonds / Notes | — | — | $1.4M | 1.1% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $1.4M | 1.1% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $1.3M | 1.0% | |
| Fidelity International Index | Mutual Funds | — | — | $1.3M | 1.0% | |
| Victory Sycamore Est Val R | Other securities | — | — | $1.2M | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $1.2M | 0.9% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $755K | 0.6% | |
| T. Rowe Price Retirement 2005 | Other securities | — | — | $692K | 0.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $660K | 0.5% | |
| Prudential Total Return Bond | Other securities | — | — | $618K | 0.5% | |
| Transamerica Government Money Market | Cash / Money Market | — | — | $615K | 0.5% | |
| T. Rowe Price T Rowe Price Mid Cap Growth | Mutual Funds | — | — | $610K | 0.5% | |
| MFS New Discovery Value | Mutual Funds | — | — | $585K | 0.5% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $422K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | Other securities | — | — | $179K | 0.1% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $93K | <0.1% | |
| State Street Instl US Government Money Market | Cash / Money Market | — | — | $53K | <0.1% | |
| State Street Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $52K | <0.1% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $52K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $5K | — |
