Sponsor portfolio
JOSEPH R BONFIGLIO DBA JOE BONFIGLIO, CFP
EIN 20-3932452Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$213K assets
Welfare
0
Participants
4
36 MAIN ST. - HOLMDEL, NJ 07733732-772-9000
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOE BONFIGLIO, CFP 401(K) AND PROFIT SHARING PLAN | 401k | $213K | 4 | 2025 |
Retirement plans