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Sponsor portfolio

MATARAZZO & ASSOCIATES

EIN 20-1154360-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$889K assets
Welfare
0
Participants
6
640 JOHNSON AVENUE, SUITE 202 - BOHEMIA, NY 11716631-319-6777
Plans on this EIN
2 filings
#002CashBalance-$503K - 3 part#001401k-$386K - 3 part

Retirement portfolio analytics

2 plans aggregated / $889K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • & ASSOCIATES PENSION (#002)57%
  • & ASSOCIATES 401(K) (#001)43%
Total $889KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES PENSION (#002)3
  • & ASSOCIATES 401(K) (#001)3
Total 6Click 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#002

MATARAZZO & ASSOCIATES PENSION PLAN

CashBalance

Assets$503K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MATARAZZO & ASSOCIATES 401(K) PLAN

401k

Assets$386K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MATARAZZO & ASSOCIATES PENSION PLANCashBalance$503K32025
001MATARAZZO & ASSOCIATES 401(K) PLAN401k$386K32024
Retirement plans
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