Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH E. MASTRIANNI, INC. DBA JEM INC.
EIN 14-1565765management consultingLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
74
57 PHILA STREET - SARATOGA SPRINGS, NY 12866518-372-4739LinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 74 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
JOSEPH E. MASTRIANNI INC 401K PROFIT SHARING PLAN
401k
Assets$4.7M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH E. MASTRIANNI, INC. CASH BALANCE PLAN
CashBalance
Assets$776K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOSEPH E. MASTRIANNI INC 401K PROFIT SHARING PLAN | 401k | $4.7M | 41 | 2024 | |
| 002 | JOSEPH E. MASTRIANNI, INC. CASH BALANCE PLAN | CashBalance | $776K | 33 | 2024 |
Retirement plans