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 401(k) feature, 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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO, INC | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.7M | 24.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $806K | 11.5% | |
| Charles Schwab Instl Personal Choice Retment Account | Mutual Funds | — | — | $691K | 9.9% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $583K | 8.3% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $555K | 7.9% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $464K | 6.6% | |
| T. Rowe Price Retirement 2040 | Other securities | — | — | $441K | 6.3% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $371K | 5.3% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $310K | 4.4% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $254K | 3.6% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $139K | 2.0% | |
| Participant Loans Interest Rate Range 4.25% to 9.50% - | Bonds / Notes | — | — | $139K | 2.0% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | — | $138K | 2.0% | |
| Fidelity International Index | Mutual Funds | — | — | $79K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $68K | 1.0% | |
| Transamerica Life Insurance Company Guaranteed Investment Option | Common Stocks | — | — | $49K | 0.7% | |
| American Century Growth Fund | Other securities | — | — | $39K | 0.6% | |
| Putnam Small Cap Growth | Mutual Funds | — | — | $38K | 0.5% | |
| MFS Value Fund | Mutual Funds | — | — | $33K | 0.5% | |
| T. Rowe Price Retirement 2015 | Other securities | — | — | $33K | 0.5% | |
| Prudential Total Return Bond | Other securities | — | — | $32K | 0.5% | |
| State Street Instl US Government Money Market | Cash / Money Market | — | — | $30K | 0.4% | |
| American Funds American Funds EuroPacific | Mutual Funds | — | — | $24K | 0.3% | |
| Victory Sycamore Established Value | Other securities | — | — | $23K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | Other securities | — | — | $20K | 0.3% | |
| T. Rowe Price Mid-Cap Growth | Other securities | — | — | $18K | 0.3% | |
| MFS New Discovery Value | Mutual Funds | — | — | $18K | 0.3% | |
| T. Rowe Price Retirement 2010 | Other securities | — | — | $16K | 0.2% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $15K | 0.2% | |
| T. Rowe Price Retirement Balanced | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SECURITIES BROKER |
| $0 |
| — |
