Assets by plan
Share of aggregate retirement assets
Filings through .
3 plans aggregated / $48.7M assets / 176 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FORCHELLI DEEGAN TERRANA, LLP PROFIT SHARING PLAN | 401(k) | $39.4M | 103 | 2025 |
| #003 | FORCHELLI DEEGAN TERRANA, LLP PROFIT SHARING PLAN II | 401(k) | $8.2M | 62 | 2025 |
| #004 | FORCHELLI DEEGAN TERRANA, LLP ASSOCIATES' 401(K) PLAN | 401(k) | $1.1M | 11 | 2025 |