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  2. JAMES DESIDERIO, INC - UNION PLAN
Sponsor portfolio

JAMES DESIDERIO, INC - UNION PLAN

EIN 16-0953186-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
52
550 BAILEY AVE - BUFFALO, NY 14206716-823-2211
Plans on this EIN
2 filings
#001401k-$4.1M - 46 part#002401k-$201K - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 52 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • PROFIT SHARING PLAN (#001)95%
  • UNION RETIREMENT PLAN (#002)5%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)46
  • UNION RETIREMENT PLAN (#002)6
Total 52Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JAMES DESIDERIO, INC. PROFIT SHARING PLAN

401k

Assets$4.1M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES DESIDERIO, INC - UNION RETIREMENT PLAN

401k

Assets$201K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES DESIDERIO, INC. PROFIT SHARING PLAN401k$4.1M462024
002JAMES DESIDERIO, INC - UNION RETIREMENT PLAN401k$201K62025
Retirement plans
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