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Cassell Plan Audits Inc
Matched across 7 name variants in the filings
Cassell Plan Audits Inc summary
Cassell Plan Audits Inc appears on 17 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.0B in assets for 33,746 participants. The median client plan holds $30.8M. Most client plans are sponsored in IL, MD and MO. The largest clients by plan assets are Ensemble Health Partners Holdings, LLC, US Fertility Holdings, LLC and Homewood Disposal Service, Inc.. Plans reported $201K in direct and indirect compensation paid to Cassell Plan Audits Inc. The median is $10K per plan.
- Participants
- 33,746
- Median plan assets
- $30.8M
- Median plan participants
- 342
- Median fees per plan
- $10K
- Schedule C direct + indirect
Top 17 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Ensemble Health Partners Holdings, LLC | OH | $377M | 17,929 |
| US Fertility Holdings, LLC | MD | $225M | 3,449 |
| Homewood Disposal Service, Inc. | IL | $72.9M | 746 |
| D & W Fine Pack LLC | IL | $61.9M | 1,389 |
| Westell Technologies, Inc. | IL | $48.1M | 233 |
| Jel Sert Company | IL | $47.4M | 333 |
| Senior Lifestyle Corporation | IL | $38.5M | 5,675 |
| Cable Dahmer Chevrolet Inc | MO | $38.3M | 1,085 |
| Revcor, Inc. | IL | $30.8M | 347 |
| Cincinnati Tool Steel Company | IL | $23.8M | 135 |
| Pacific Management, Inc. | IL | $17.9M | 222 |
| International Autos, Inc. | WI | $16.4M | 1,017 |
| Perfect Air Holdco LLC | OR | $10.8M | 267 |
| Chicago Clinical Laboratories, Ltd | IL | $10.3M | 138 |
| Guardian Electric Manufacturing Company | IL | $8.1M | 243 |
| Atg Management Services, Inc. | IL | $5.8M | 342 |
| TP 2023, LLC | IL | $4.6M | 196 |
- OHParticipants 17,929
- MDParticipants 3,449
- ILParticipants 746
- D & W Fine Pack LLC$61.9MILParticipants 1,389
- ILParticipants 233
- Jel Sert Company$47.4MILParticipants 333
- ILParticipants 5,675
- MOParticipants 1,085
- Revcor, Inc.$30.8MILParticipants 347
- ILParticipants 135
- Pacific Management, Inc.$17.9MILParticipants 222
- WIParticipants 1,017
- Perfect Air Holdco LLC$10.8MORParticipants 267
- ILParticipants 138
- ILParticipants 243
- ILParticipants 342
- TP 2023, LLC$4.6MILParticipants 196
Top client states
- IL12 plans
- MD1 plan
- MO1 plan
- OH1 plan
- OR1 plan
Frequently asked questions
- Who uses Cassell Plan Audits Inc?
- 17 retirement plans list Cassell Plan Audits Inc as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ensemble Health Partners Holdings, LLC, US Fertility Holdings, LLC, Homewood Disposal Service, Inc., D & W Fine Pack LLC and Westell Technologies, Inc.. Most client plans are sponsored in IL, MD and MO.
- How many plans does Cassell Plan Audits Inc serve?
- Cassell Plan Audits Inc serves 17 retirement plans with $1.0B in plan assets and 33,746 participants, based on the latest Form 5500 filings through 2024.
- What does Cassell Plan Audits Inc charge?
- Plans reported $201K in total Schedule C compensation paid to Cassell Plan Audits Inc. The median plan paid $10K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served17+9 YoYRank #1157 of mapped providers
Assets under administration$1.0B0.0%Rank #5242 by share of filed assets
Fees received$200,975Median $10,000/planSum across Schedule C direct + indirect
Net wins YoY+56 won - 1 lostPlan-level switch detection
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