Sponsor portfolio
CASSIDY ASSOCIATES INSURANCE A
EIN 04-2926449financial servicesLatest filing 2025
Plans
1
Retirement
1
$512K assets
Welfare
0
Participants
21
232 - 234 HUMPHREY STREET - SWAMPSCOTT, MA 01907781-598-4300cassidyins.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASSIDY ASSOCIATES INSURANCE A 401(K) PROFIT SHARING PLAN & TRUST | 401k | $512K | 21 | 2025 |
Retirement plans