Assets by plan
Share of aggregate retirement assets
96%top
Sponsor portfolio
JAMES A. BELARDI
EIN 13-3603811ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
81 ELMWOOD ROAD - SOUTH SALEM, NY 10590914-438-6237
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 6 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
BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$1.0M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
BELARDI CONSTRUCTION 401(K) PLAN AND TRUST
ProfitSharing
Assets$47K
Participants3
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 | BELARDI CONSTRUCTION DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $1.0M | 3 | 2024 | |
| 001 | BELARDI CONSTRUCTION 401(K) PLAN AND TRUST | ProfitSharing | $47K | 3 | 2024 |
Retirement plans