Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT MARCHIONE, CPA, PC
EIN 04-3786317Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
2
21 SYLVAN PARK DRIVE - NEWBURGH, NY 12550845-567-9000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 2 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
ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT R. MARCHIONE, CPA, PC CASH BALANCE PLAN
CashBalance
Assets$917K
Participants1
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 | ROBERT R. MARCHIONE, CPA, PC 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 1 | 2025 | |
| 002 | ROBERT R. MARCHIONE, CPA, PC CASH BALANCE PLAN | CashBalance | $917K | 1 | 2024 |
Retirement plans