Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Carrie Leigh Design
EIN 20-4035997Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
2997 NEEDHAM CT - DELRAY BEACH, FL 33445561-929-7540
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 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
BOLLELLA RETIREMENT 401(K) PLAN
401(k)
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BOLLELLA RETIREMENT CASH BALANCE PLAN
Cash balance
Assets$457K
Participants3
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 | BOLLELLA RETIREMENT 401(K) PLAN | 401(k) | $1.3M | 3 | 2025 | |
| 002 | BOLLELLA RETIREMENT CASH BALANCE PLAN | Cash balance | $457K | 3 | 2025 |
Retirement plans