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  2. EGIDIO FINANCIAL INC.
Sponsor portfolio

EGIDIO FINANCIAL INC.

EIN 26-0284128-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
29
129 SAMSON ROCK DRIVE UNIT B - MADISON, CT 06443860-538-3050
Plans on this EIN
2 filings
#001401k-$4.4M - 17 part#002CashBalance-$1.8M - 12 part

Retirement portfolio analytics

2 plans aggregated / $6.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • 401(K) PS PLAN (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $6.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PS PLAN (#001)17
  • CASH BALANCE PLAN (#002)12
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EGIDIO FINANCIAL INC. 401(K) PS PLAN

401k

Assets$4.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

EGIDIO FINANCIAL, INC. CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EGIDIO FINANCIAL INC. 401(K) PS PLAN401k$4.4M172025
002EGIDIO FINANCIAL, INC. CASH BALANCE PLANCashBalance$1.8M122024
Retirement plans
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