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CASSA WEALTH MANAGEMENT, P.C.

EIN 26-4559836-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.0M assets
Welfare
0
Participants
2
6 FOREST DRIVE - HILLSDALE, NJ 07642201-355-1788cassawealthmgmt.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.0M - 2 part

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Retirement#001

CASSA WEALTH MANAGEMENT, P.C. 401(K) PLAN

401k

Assets$1.0M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASSA WEALTH MANAGEMENT, P.C. 401(K) PLAN401k$1.0M22024
Retirement plans
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