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  2. Cerulli Associates, Inc.

Filings through Oct 24, 2026.

Cerulli Associates, Inc.

EIN 04-3172499-financial services-Latest filing 2025
Plans
1
Retirement
1
$26.3M assets
Health & Benefits
0
Participants
80
699 BOYLSTON STREET, 15TH FLOOR - BOSTON, MA 02116617-437-0084cerulli.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$26.3M - 80 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CERULLI ASSOCIATES, INC. 401(K) PLAN

401(k)

Assets$26.3M
Participants80
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CERULLI ASSOCIATES, INC. 401(K) PLAN401(k)$26.3M802025
  • CERULLI ASSOCIATES, INC. 401(K) PLAN$26.3M
    #001 · 401(k) · 202580
Retirement plans
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