Assets by plan
Share of aggregate retirement assets
Filings through .
Destefano & Associates, Inc.
EIN 02-0505207constructionLatest filing 2025
Plans
2
Retirement
2
$836K assets
Health & Benefits
0
Participants
30
2456 LAFAYETTE RD. - PORTSMOUTH, NH 03801603-430-0339destefano-associates.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $836K assets / 30 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
DESTEFANO & ASSOCIATES, INC. CASH BALANCE PLAN
Cash balance
Assets$571K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DESTEFANO & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$265K
Participants15
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | DESTEFANO & ASSOCIATES, INC. CASH BALANCE PLAN | Cash balance | $571K | 15 | 2025 |
| #002 | DESTEFANO & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $265K | 15 | 2025 |
- #001 · Cash balance · 202515
- #002 · 401(k) · 202515
Retirement plans