Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FRAGASSO FINANCIAL ADVISORS, INC.
EIN 25-1773014financial servicesLatest filing 2024
Plans
2
Retirement
2
$32.0M assets
Welfare
0
Participants
101
2200 GEORGETOWN DRIVE SUITE 302 - SEWICKLEY, PA 15143412-227-3237fragassoadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $32.0M assets / 101 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#002
FRAGASSO FINANCIAL ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$17.4M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
FRAGASSO FINANCIAL ADVISORS, INC. 401(K) PLAN
401k
Assets$14.6M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FRAGASSO FINANCIAL ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $17.4M | 47 | 2024 | |
| 001 | FRAGASSO FINANCIAL ADVISORS, INC. 401(K) PLAN | 401k | $14.6M | 54 | 2024 |
Retirement plans