Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Fragasso Financial Advisors, Inc.
EIN 25-1773014financial servicesLatest filing 2025
Plans
2
Retirement
2
$39.0M assets
Health & Benefits
0
Participants
95
2200 GEORGETOWN DRIVE SUITE 302 - SEWICKLEY, PA 51431412-227-3237fragassoadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.0M assets / 95 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FRAGASSO FINANCIAL ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$20.7M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FRAGASSO FINANCIAL ADVISORS, INC. 401(K) PLAN
401(k)
Assets$18.3M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | FRAGASSO FINANCIAL ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $20.7M | 42 | 2025 |
| #001 | FRAGASSO FINANCIAL ADVISORS, INC. 401(K) PLAN | 401(k) | $18.3M | 53 | 2025 |
- #002 · ESOP · 202542
- #001 · 401(k) · 202553
Retirement plans