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Sponsor portfolio

GRAZIANO D. GIGLIO, DDS P.C.

EIN 13-3425201-medical practice-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
30
16 E 52ND ST FL 12 - NEW YORK, NY 10022212-486-6622LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$3.5M - 16 part#002CashBalance-$251K - 14 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 30 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN & TRUST (#001)93%
  • CASH BALANCE PLAN (#002)7%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)16
  • CASH BALANCE PLAN (#002)14
Total 30Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRAZIANO D GIGLIO D D S P C 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$3.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GRAZIANO D. GIGLIO, DDS P.C. CASH BALANCE PLAN

CashBalance

Assets$251K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GRAZIANO D GIGLIO D D S P C 401(K) PROFIT SHARING PLAN & TRUST401k$3.5M162025
002GRAZIANO D. GIGLIO, DDS P.C. CASH BALANCE PLANCashBalance$251K142025
Retirement plans
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