P 401(k) Plan Report

Stable plan record

CASSIDY FINANCIAL SERVICES, LLC 401K PLAN

Sponsored by CASSIDY FINANCIAL SERVICES, LLC · EIN/PN 141971867-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,608
Administrative cost per participant
2025
$24
Active participants
2025
11
Total plan assets
2025
$6,370,635
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260706140930NAL002342753600111$10,608
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.