Sponsor portfolio
CSWM
EIN 26-1761853Latest filing 2025
Plans
2
Retirement
1
$1.9M assets
Welfare
1
Participants
8
4555 LAKE FOREST DR STE 410 - CINCINNATI, OH 45242513-483-6699cassadyschillerwealth.comLinkedIn1-10 employees
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CASSADY SCHILLER WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CSWM SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CASSADY SCHILLER WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CSWM SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans