Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TONIO BURGOS AND ASSOCIATES INC
EIN 13-3552038government relationsLatest filing 2025
Plans
3
Retirement
3
$5.0M assets
Welfare
0
Participants
35
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.0M assets / 35 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
TONIO BURGOS AND ASSOCIATES INC 401K PROFIT SHARING PLAN
401k
Assets$3.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
TONIO BURGOS AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TONIO BURGOS AND ASSOCIATES INC EXECUTIVE 401K PLAN
401k
Assets$3K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TONIO BURGOS AND ASSOCIATES INC 401K PROFIT SHARING PLAN | 401k | $3.0M | 24 | 2025 | |
| 003 | TONIO BURGOS AND ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 7 | 2025 | |
| 002 | TONIO BURGOS AND ASSOCIATES INC EXECUTIVE 401K PLAN | 401k | $3K | 4 | 2025 |
Retirement plans