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  2. JOSEPH D'AREZZO INC.
Sponsor portfolio

JOSEPH D'AREZZO INC.

EIN 20-8113021-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
9
1850 INDUSTRIAL ST APT 301 - LOS ANGELES, CA 90021888-595-6888
Plans on this EIN
2 filings
#001CashBalance-$1.4M - 5 part#002ProfitSharing-$793K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PLAN & TRUST (#001)64%
  • PLAN & TRUST (#002)36%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • PLAN & TRUST (#002)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

JOSEPH D'AREZZO INC., CASH BALANCE PLAN & TRUST

CashBalance

Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOSEPH D'AREZZO INC. 401(K)PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$793K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JOSEPH D'AREZZO INC., CASH BALANCE PLAN & TRUSTCashBalance$1.4M52025
002JOSEPH D'AREZZO INC. 401(K)PROFIT SHARING PLAN & TRUSTProfitSharing$793K42025
Retirement plans
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