Sponsor portfolio
MARSHALL R CASSEDY JR
EIN 59-3624045Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$424K assets
Welfare
0
Participants
4
2012 N POINT BLVD STE D - TALLAHASSEE, FL 323084161850-386-4700
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 | CASSEDY AND COMPANY MONEY PURCHASE PENSION PLAN | MoneyPurchase | $424K | 4 | 2024 |
Retirement plans