Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GAUL, BARATTA & ROSELLO, LLC.
EIN 20-0233919legal servicesLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 24 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
GAUL, BARATTA & ROSELLO, LLC. RETIREMENT PLAN
401k
Assets$2.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GAUL BARATTA & ROSELLO, LLC CASH BALANCE PLAN
CashBalance
Assets$697K
Participants8
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 | GAUL, BARATTA & ROSELLO, LLC. RETIREMENT PLAN | 401k | $2.5M | 16 | 2024 | |
| 002 | GAUL BARATTA & ROSELLO, LLC CASH BALANCE PLAN | CashBalance | $697K | 8 | 2024 |
Retirement plans