· 2022–2024 · DOL EFAST2
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CASSADY SCHILLER WEALTH MANAGEMENT
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
341
Total plan assets
$130.1M
Filings (rows)
1
Direct comp
$6K
Indirect comp
$0
Showing only "CASSADY SCHILLER WEALTH MANAGEMENT"
View all 7 variants aggregated →
CASSADY SCHILLER & ASSOCIATES
9
CASSADY SCHILLER CPA S & ADVISORS
6
CASSADY SCHILLER CPAS & ADVISORS
5
CASSADY SCHILLER
1
CASSADY SCHILLER CPA
1
CASSADY SCHILLER WEALTH MANAGEMENT
1
CASSADY SCHILLER & ASSOC
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
SEVEN HILLS ANESTHESIA LLC
SEVEN HILLS ANESTHESIA LLC 401(K) PROFIT SHARING PLAN
CINCINNNATI, OH
Other service providers
341
$130.1M
$6K
$0
1
CASSADY SCHILLER WEALTH MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search