Sponsor portfolio
CASSANDRA FINANCIAL GROUP LLC
EIN 20-2886890financial servicesLatest filing 2025
Plans
1
Retirement
1
$703K assets
Welfare
0
Participants
6
7570 S FEDERAL HWY, SUITE 5 - HYPOLUXO, FL 33462561-369-8400cassandrafinancial.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 | CASSANDRA FINANCIAL GROUP LLC 401(K) PLAN | 401k | $703K | 6 | 2025 |
Retirement plans