Sponsor portfolio
CERULLI ASSOCIATES, INC.
EIN 04-3172499financial servicesLatest filing 2025
Plans
1
Retirement
1
$26.3M assets
Welfare
0
Participants
80
699 BOYLSTON STREET, 15TH FLOOR - BOSTON, MA 02116617-437-0084cerulli.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CERULLI ASSOCIATES, INC. 401(K) PLAN | 401k | $26.3M | 80 | 2025 |
Retirement plans