Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROCK G. POSITANO
EIN 13-3638671Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$3.4M assets
Welfare
1
Participants
22
519 EAST 72ND STREET - NEW YORK, NY 10021212-606-1858
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 15 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
ROCK G. POSITANO CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ROCK G. POSITANO 401(K) PROFIT SHARING PLAN
401k
Assets$808K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
ROCK G. POSITANO CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROCK G. POSITANO CASH BALANCE PLAN | CashBalance | $2.6M | 7 | 2024 | |
| 001 | ROCK G. POSITANO 401(K) PROFIT SHARING PLAN | 401k | $808K | 8 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | ROCK G. POSITANO CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans