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CASSIDY INSURANCE AGENCY LLC

EIN 68-0651633-insurance-Latest filing 2025
Plans
1
Retirement
1
$323K assets
Welfare
0
Participants
9
5521 SCOTTS VALLEY DR, FL 2 - SCOTTS VALLEY, CA 95066831-438-5490cassidy-insurance.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401k-$323K - 9 part

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Retirement#001

CASSIDY INSURANCE AGENCY LLC 401(K) PLAN

401k

Assets$323K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASSIDY INSURANCE AGENCY LLC 401(K) PLAN401k$323K92025
Retirement plans
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