Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK T. CUOZZO, D.D.S., P.A.
EIN 22-3606217Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$8.4M assets
Welfare
0
Participants
41
4 SWIMMING RIVER ROAD - LINCROFT, NJ 077381727732-747-3466
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.4M assets / 41 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
PATRICK T. CUOZZO, D.D.S., P.A. 401(K) PLAN
401k
Assets$5.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PATRICK T. CUOZZO, D.D.S., P.A. CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants19
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 | PATRICK T. CUOZZO, D.D.S., P.A. 401(K) PLAN | 401k | $5.7M | 22 | 2025 | |
| 003 | PATRICK T. CUOZZO, D.D.S., P.A. CASH BALANCE PLAN | CashBalance | $2.7M | 19 | 2025 |
Retirement plans