Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVEN E. LOSQUADRO, P.C.
EIN 11-3297998Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
12
649 ROUTE 25A, SUITE #4 - ROCKY POINT, NY 11778631-744-9070
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 12 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#002
STEVEN E. LOSQUADRO, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
STEVEN E. LOSQUADRO, P.C. 401(K) PLAN
401k
Assets$838K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVEN E. LOSQUADRO, P.C. CASH BALANCE PLAN | CashBalance | $1.2M | 5 | 2024 | |
| 001 | STEVEN E. LOSQUADRO, P.C. 401(K) PLAN | 401k | $838K | 7 | 2024 |
Retirement plans