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  2. VICTORIA L. FALCONE, D.O., LLC
Sponsor portfolio

VICTORIA L. FALCONE, D.O., LLC

EIN 20-3017449-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
191 PRESIDENTIAL BOULEVARD, SUITE B104 - BALA CYNWYD, PA 19004215-586-3304
Plans on this EIN
2 filings
#002TraditionalDB-$825K - 4 part#001401k-$558K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PLAN (#002)60%
  • FALCONE CENTER 401(K) (#001)40%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)4
  • FALCONE CENTER 401(K) (#001)4
Total 8Click 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

FALCONE CENTER DEFINED BENEFIT PLAN

TraditionalDB

Assets$825K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FALCONE CENTER 401(K) PLAN

401k

Assets$558K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FALCONE CENTER DEFINED BENEFIT PLANTraditionalDB$825K42024
001FALCONE CENTER 401(K) PLAN401k$558K42024
Retirement plans
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