Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARK A BARONE
EIN 13-3296099Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$695K assets
Welfare
0
Participants
2
38 ARGYLE ROAD - SCARSDALE, NY 10583914-725-3573
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $695K assets / 2 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
MARK A. BARONE MONEY PURCHASE PLAN
MoneyPurchase
Assets$518K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MARK A. BARONE PROFIT SHARING PLAN
ProfitSharing
Assets$177K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK A. BARONE MONEY PURCHASE PLAN | MoneyPurchase | $518K | 1 | 2024 | |
| 001 | MARK A. BARONE PROFIT SHARING PLAN | ProfitSharing | $177K | 1 | 2024 |
Retirement plans