Cassia 401(K) Retirement Plan — Form 5500 plan (Cassia)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cassia 401(K) Retirement Plan is a benefit plan reported by Cassia under EIN 83-1758728 and plan number 002. The latest loaded filing year is 2023. The filing reports 948 participants and $5,598,743 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cassia
- EIN
- 83-1758728
- Plan number
- 002
- Plan type
- 2
- Location
- Edina, MN
- Latest filing year
- 2023
- Participants
- 948
- End-of-year plan assets
- $5,598,743
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 948 | H, C | 20240801104939NAL0013428403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,598,743
- Net assets (EOY)
- $5,598,743
- Net assets (BOY)
- $3,657,075
Income & contributions
- Employer contributions
- $175,594
- Participant contributions
- $523,414
- Total contributions
- $1,539,174
- Total income / additions
- $2,262,898
Expenses & distributions
- Benefits paid
- $282,409
- Administrative expenses
- $9,582
- Total expenses
- $328,573
- Net increase / (decrease)
- $1,934,325
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $4,703 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Charles Schwab & Co, Inc | SECURITIES BROKER | $0 | $0 | 2023 |