Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH M. DIACOVO, D.M.D.
EIN 14-1657777Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
9
54 FAIR STREET - KINGSTON, NY 12401845-338-4240
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.3M assets / 9 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 M. DIACOVO, D.M.D. RETIREMENT TRUST
401k
Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH M. DIACOVO, D.M.D. CASH BALANCE PENSION PLAN
CashBalance
Assets$441K
Participants4
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 M. DIACOVO, D.M.D. RETIREMENT TRUST | 401k | $4.8M | 5 | 2024 | |
| 002 | JOSEPH M. DIACOVO, D.M.D. CASH BALANCE PENSION PLAN | CashBalance | $441K | 4 | 2024 |
Retirement plans