Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOUIS F. SIMONETTI, JR. P.C.
EIN 20-3233827Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
24
1400 OLD COUNTRY ROAD, SUITE 105N - WESTBURY, NY 11590877-385-2560
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M 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#002
LOUIS F. SIMONETTI, JR, P.C. DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOUIS F. SIMONETTI, JR. P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LOUIS F. SIMONETTI, JR, P.C. DEFINED BENEFIT PLAN | TraditionalDB | $5.9M | 12 | 2024 | |
| 001 | LOUIS F. SIMONETTI, JR. P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.2M | 12 | 2024 |
Retirement plans