Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATTERA, MATTERA & ZISA, LLC
EIN 20-3680957Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
20
470 CHAMBERLAIN AVENUE - PATERSON, NJ 07522973-595-6240
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 20 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
MATTERA, MATTERA & ZISA, LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF NICHOLAS A. MATTERA PROFIT SHARING PLAN
401k
Assets$1.5M
Participants10
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 | MATTERA, MATTERA & ZISA, LLC CASH BALANCE PLAN | CashBalance | $3.0M | 10 | 2024 | |
| 001 | LAW OFFICES OF NICHOLAS A. MATTERA PROFIT SHARING PLAN | 401k | $1.5M | 10 | 2024 |
Retirement plans