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Sponsor portfolio

MASSARO WEALTH MANAGEMENT LLC

EIN 06-1544276-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
13
75 GARDEN STREET - WETHERSFIELD, CT 06109860-257-3310
Plans on this EIN
2 filings
#001401k-$1.5M - 7 part#002CashBalance-$870K - 6 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • MWM 401(K) (#001)63%
  • CASH BALANCE PENSION (#002)37%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MWM 401(K) (#001)7
  • CASH BALANCE PENSION (#002)6
Total 13Click 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

MWM 401(K) PLAN

401k

Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$870K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MWM 401(K) PLAN401k$1.5M72024
002MASSARO WEALTH MANAGEMENT LLC CASH BALANCE PENSION PLANCashBalance$870K62024
Retirement plans
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