Sponsor portfolio
DELIO, PETERSON & CURCIO, LLC
EIN 06-1310654Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$3.3M assets
Welfare
0
Participants
9
700 STATE STREET, SUITE 402 - NEW HAVEN, CT 06511203-787-0595delioandpeterson.comLinkedIn11-50 employees
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 | DELIO, PETERSON & CURCIO, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.3M | 9 | 2025 |
Retirement plans