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Sponsor portfolio

MATTHEW GAGLIO

EIN 22-3831352-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
8
800 WESTCHESTER AVENUE, 4TH FLOOR, SUITE N409 - RYE BROOK, NY 10573914-288-8858
Plans on this EIN
2 filings
#001TraditionalDB-$6.8M - 4 part#002401k-$1.8M - 4 part

Retirement portfolio analytics

2 plans aggregated / $8.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • FOR MATTHEW GAGLIO (#001)79%
  • PROFIT SHARING PLAN (#002)21%
Total $8.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR MATTHEW GAGLIO (#001)4
  • PROFIT SHARING PLAN (#002)4
Total 8Click 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

RETIREMENT PLAN FOR MATTHEW GAGLIO

TraditionalDB

Assets$6.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MATTHEW GAGLIO 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR MATTHEW GAGLIOTraditionalDB$6.8M42024
002MATTHEW GAGLIO 401(K) PROFIT SHARING PLAN401k$1.8M42024
Retirement plans
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