Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LARRY J. MELO, DDS
EIN 16-1556645Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$5.6M assets
Welfare
0
Participants
29
314 PROSPECT STREET - HERKIMER, NY 13350315-866-2970
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.6M assets / 29 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
LARRY J. MELO, DDS 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$4.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HILARIO J. MELO, DDS CASH BALANCE PLAN
CashBalance
Assets$603K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LARRY J. MELO, DDS PROFIT SHARING PLAN
ProfitSharing
Assets$114K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LARRY J. MELO, DDS 401(K) PROFIT SHARING PLAN | ProfitSharing | $4.9M | 10 | 2025 | |
| 002 | HILARIO J. MELO, DDS CASH BALANCE PLAN | CashBalance | $603K | 9 | 2025 | |
| 003 | LARRY J. MELO, DDS PROFIT SHARING PLAN | ProfitSharing | $114K | 10 | 2025 |
Retirement plans