Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DESTEFANO & ASSOCIATES, INC.
EIN 02-0505207constructionLatest filing 2025
Plans
2
Retirement
2
$806K assets
Welfare
0
Participants
31
2456 LAFAYETTE RD. - PORTSMOUTH, NH 03801603-765-1638destefano-associates.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $806K assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DESTEFANO & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$541K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DESTEFANO & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$265K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DESTEFANO & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $541K | 16 | 2024 | |
| 002 | DESTEFANO & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $265K | 15 | 2025 |
Retirement plans