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Sponsor portfolio

JOSEPH J. TOCK

EIN 06-1353068-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
10
963 ROUTE 6 - MAHOPAC, NY 10541845-628-8080
Plans on this EIN
2 filings
#001401k-$2.6M - 6 part#002CashBalance-$50K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PLAN & TRUST (#001)98%
  • CASH BALANCE PENSION (#002)2%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)6
  • CASH BALANCE PENSION (#002)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOSEPH J TOCK 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOSEPH J. TOCK CASH BALANCE PENSION PLAN

CashBalance

Assets$50K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH J TOCK 401(K) PROFIT SHARING PLAN & TRUST401k$2.6M62025
002JOSEPH J. TOCK CASH BALANCE PENSION PLANCashBalance$50K42025
Retirement plans
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