Cassady Schiller & Associates
auditor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #1885 of mapped providers
Assets under administration$654M0.0%Market share · rank #4163
Fees received$58,192Median $8,500/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Cassady Schiller & Associates plan look like?
Service mix · median fees per plan
Count of plans where Cassady Schiller & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 4 | $8,750 | |
Trustee (individual)Code 20 | 1 | $6,306 | |
Consulting feesCode 70 | 1 | $7,000 |
Competitor overlap
Percent of Cassady Schiller & Associates's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Cassady Schiller & Associates.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUNDFL · 586088292-001 | Dennis G. Jenkins CPA LLC | $87M |
LIBBY PERSZYK KATHMAN HOLDINGS, INCOH · 311076158-001 | Voya | $12M |
Plans lost in 2024
Appeared last year under Cassady Schiller & Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
MET-PRO TECHNOLOGIES LLCTX · 462630972-001 | UBS Financial Services | $24M |
THERM-O-LINK, INC.OH · 341538286-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE E.W. SCRIPPS COMPANYOH · 311223339-020 | $355M | 4,873 | $9,000 | 8y | - |
TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUNDFL · 586088292-001 | $95M | 779 | $6,306 | 2y | - |
MERIDIAN BIOSCIENCE, INC.OH · 310888197-001 | $90M | 813 | $7,000 | 6y | - |
ULTIMUS FUND SOLUTIONS, LLCOH · 311663251-001 | $87M | 1,305 | $18,886 | 8y | - |
ALBUQUERQUE PUBLISHING COMPANYOH · 850377498-001 | $17M | 485 | $8,500 | 9y | - |
JOURNAL PUBLISHING COMPANYOH · 850448553-001 | $10M | 181 | $8,500 | 9y | - |
Flag exposure
66.7%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (25)
Raw Schedule C names collapsed into Cassady Schiller & Associates.
- BARRY MCANARNEY
- BARRY STEIM, JR..
- BARRY SWEGER
- BARRY ZEIGLER
- BARSELLA/SHANNON/KRAPF/HASBROUCK
- BARSELLA/SHANNON/KRAPF/HASBROUK
- BARTH FINANCIAL ADVISORS
- BARTLET AND CO.
- BARTLETT O'NEILL CONSULT
- CASSADY SCHILER & ASSOCIATES
- CASSADY SCHILLER
- CASSADY SCHILLER & ASSOC
- CASSADY SCHILLER & ASSOCIATES INC
- CASSADY SCHILLER & ASSOCIATES INC.
- CASSADY SCHILLER & ASSOCIATES, INC.
- CASSADY SCHILLER AND ASSOCIATES INC
- CASSADY SCHILLER CPA
- CASSADY SCHILLER CPA'S & ADVISORS
- CASSADY SCHILLER CPAS & ADVISORS
- CASSADY SCHILLER CPAS AND ADVISORS
- CASSADY SCHILLER WEALTH
- CASSADY SCHILLER WEALTH MANAGEMENT
- CASSIDY SCHILLER AND ASSOCIATES
- CSA CASSADY SCHILLER
- THE BARTECH GROUP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Cassady Schiller & Associates's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Cassady Schiller & Associates. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Cassady Schiller & Associates's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Aon | 3 | 50.0% |
| Highland Consulting Associates | 3 | 50.0% |
| Russell Investments | 3 | 50.0% |
| Chartwell Investment Partners | 1 | 16.7% |
| Great Lakes Advisors | 1 | 16.7% |
| G.W. Sherwold Associates, Inc. | 1 | 16.7% |
| Investment Performance Services LLC | 1 | 16.7% |
| My Benefits Administrator Inc. | 1 | 16.7% |
| National Employee Benefits Administration Inc. | 1 | 16.7% |
| PCA Investment Advisory Services | 1 | 16.7% |