Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSS F. MONGIARDO, CFP, CLU, CHFC
EIN 11-3093705financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
6
1305 FRANKLIN AVENUE, SUITE 208 - GARDEN CITY, NY 11530516-739-1809rossmongiardo.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 6 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
ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN
401k
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROSS F. MONGIARDO, CFP PENSION PLAN
TraditionalDB
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSS F. MONGIARDO, CFP, CLU, CHFC RETIREMENT PLAN | 401k | $2.3M | 4 | 2025 | |
| 002 | ROSS F. MONGIARDO, CFP PENSION PLAN | TraditionalDB | $1.3M | 2 | 2024 |
Retirement plans