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  2. Cassaday & Co Wealth Management LLC

Filings through Oct 24, 2026.

Cassaday & Co Wealth Management LLC

EIN 87-3450387-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$23.5M assets
Health & Benefits
0
Participants
121
8180 GREENSBORO DRIVE #1180 - MCLEAN, VA 22102703-506-8200
Plans on this EIN
1 filing
#001401(k)-$23.5M - 121 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CASSADAY & CO WEALTH MANAGEMENT LLC 401(K) PLAN

401(k)

Assets$23.5M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CASSADAY & CO WEALTH MANAGEMENT LLC 401(K) PLAN401(k)$23.5M1212025
  • CASSADAY & CO WEALTH MANAGEMENT LLC 401(K) PLAN$23.5M
    #001 · 401(k) · 2025121
Retirement plans
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