Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTHONY PETSIS CLU CHFC LLC
EIN 23-3067282Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
15
401 S STATE STREET - NEWTOWN, PA 18940215-968-6638
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 15 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
ANTHONY PETSIS CLU CHFC LLC 401(K) PLAN
401k
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ANTHONY PETSIS CLU CHFC LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.5M
Participants7
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 | ANTHONY PETSIS CLU CHFC LLC 401(K) PLAN | 401k | $1.6M | 8 | 2025 | |
| 002 | ANTHONY PETSIS CLU CHFC LLC DEFINED BENEFIT PLAN | TraditionalDB | $1.5M | 7 | 2024 |
Retirement plans