Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CASPER & DE TOLEDO LLC
EIN 06-1240704Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 8 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#002
CASPER & DE TOLEDO DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CASPER & DE TOLEDO PROFIT SHARING PLAN
401k
Assets$387K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CASPER & DE TOLEDO DEFINED BENEFIT PLAN | TraditionalDB | $2.5M | 4 | 2024 | |
| 001 | CASPER & DE TOLEDO PROFIT SHARING PLAN | 401k | $387K | 4 | 2025 |
Retirement plans