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CASS HOLDINGS, LLC

EIN 73-1511779-investment management-Latest filing 2024
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
20
2513 S. KELLY AVENUE, SUITE 100 - EDMOND, OK 73013405-906-4326cassholdings.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$1.3M - 20 part

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Retirement#002

CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.3M
Participants20
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CASS HOLDINGS, LLC 401(K) PROFIT SHARING PLAN401k$1.3M202024
Retirement plans
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