Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANK SETA & ASSOCIATES LLC
EIN 20-4032127architecture & planningLatest filing 2024
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
76
35 W. 35TH STREET - FL. 8 - NEW YORK, NY 100012205212-465-1600frankseta.netLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 76 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#001
FRANK SETA & ASSOCIATES LLC PENSION PLAN
CashBalance
Assets$4.2M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANK SETA & ASSOCIATES LLC RETIREMENT PLAN
401k
Assets$2.6M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANK SETA & ASSOCIATES LLC PENSION PLAN | CashBalance | $4.2M | 39 | 2024 | |
| 002 | FRANK SETA & ASSOCIATES LLC RETIREMENT PLAN | 401k | $2.6M | 37 | 2024 |
Retirement plans