Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNETH SACCARO, DDS & RICHARD SACCARO, DDS, PC
EIN 13-2922947Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
33
81 WYONA AVENUE - STATEN ISLAND, NY 10314718-698-4300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 33 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
SACCARO - ESPOSITO, DDS CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SACCARO-ESPOSITO, DDS PROFIT SHARING PLAN
401k
Assets$964K
Participants20
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 | SACCARO - ESPOSITO, DDS CASH BALANCE PLAN | CashBalance | $2.0M | 13 | 2024 | |
| 002 | SACCARO-ESPOSITO, DDS PROFIT SHARING PLAN | 401k | $964K | 20 | 2024 |
Retirement plans