· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASSADAY & CO WEALTH MANAGEMENT LLC — CASSADAY & CO WEALTH MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627084757NAL0005413059001
CASSADAY & CO WEALTH MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CASSADAY & CO WEALTH MANAGEMENT LLC 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
105
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASSADAY & CO WEALTH MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
CASSADAY & CO WEALTH MANAGEMENT LLC
EIN
87-3450387
Address
8180 GREENSBORO DRIVE #1180 · MCLEAN, VA · 22102
Phone
(703) 506-8200
Industry
Finance & Insurance
see all
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
WESTMINSTER FINANCIAL SECURITIES, INC.
WESTMINSTER FINANCIAL SECURITIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$19.0M · 48 participants
SMITH, MOORE & COMPANY
SMITH MOORE 401(K) PLAN
$18.9M · 71 participants
SIERRA INVESTMENT PARTNERS, INC.
SIERRA INVESTMENT PARTNERS, INC. 401(K) PROFIT SHARING PLAN
$18.8M · 9 participants
RAFFERTY HOLDINGS, LLC
RAFFERTY RETIREMENT PLAN
$19.9M · 61 participants
DESTINATION WEALTH MANAGEMENT, INC
DESTINATION WEALTH MANAGEMENT, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$19.9M · 56 participants
THE FRAZER LANIER COMPANY, INC.
THE FRAZER LANIER COMPANY, INC. 401(K) PROFIT SHARING PLAN
$18.8M · 20 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
