Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
J. D'Amelia and Associates, LLC
EIN 06-1468823Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
103
37 BROOKSIDE ROAD - WATERBURY, CT 06708203-757-1138
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 103 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
J. D'AMELIA & ASSOCIATES LLC 401(K) PLAN
401(k)
Assets$4.8M
Participants57
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
J. D'AMELIA AND ASSOCIATES, LLC CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. D'AMELIA & ASSOCIATES LLC 401(K) PLAN | 401(k) | $4.8M | 57 | 2025 | |
| 002 | J. D'AMELIA AND ASSOCIATES, LLC CASH BALANCE PLAN | Cash balance | $1.6M | 46 | 2025 |
Retirement plans