Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH R. POZZUOLO ASSOCIATES, PC DBA POZZUOLO RODDEN POZZUOLO, P.C.
EIN 23-1974144Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
20
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.9M assets / 20 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
JOSEPH R. POZZUOLO ASSOC., P.C. MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$3.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH R. POZZUOLO ASSOCIATES, PC PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants10
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 | JOSEPH R. POZZUOLO ASSOC., P.C. MONEY PURCHASE PENSION PLAN | MoneyPurchase | $3.5M | 10 | 2025 | |
| 002 | JOSEPH R. POZZUOLO ASSOCIATES, PC PROFIT SHARING PLAN | ProfitSharing | $1.4M | 10 | 2025 |
Retirement plans