Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAROSELLA AND RUSSO ENTERPRISES, INC.
EIN 23-1991945building materialsLatest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
136
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 136 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#005
CAROSELLA AND RUSSO ENTERPRISES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.2M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CAROSELLA AND RUSSO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.3M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | CAROSELLA AND RUSSO ENTERPRISES, INC. CASH BALANCE PENSION PLAN | CashBalance | $4.2M | 55 | 2024 | |
| 004 | CAROSELLA AND RUSSO ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.3M | 81 | 2024 |
Retirement plans