Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $18.0M assets / 538 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $286K premiums / 418 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Mixed - DELTA DENTAL OF NEW JERSEY, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CATELLI BROTHERS, INC. 401(K) PLAN | 401(k) | $15.9M | 320 | 2025 |
| #002 | CATELLI BROTHERS, INC. UNION 401(K) PLAN | 401(k) | $2.1M | 218 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | CATELLI BROTHERS, INC. HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL OF NEW JERSEY, INC. | $286K | 418 | 2025 |