Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
PA PALAZZO LLC
EIN 26-4533347Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
21
145 WEST 57TH STREET - NEW YORK, NY 10019212-402-9002
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 21 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
P A PALAZZO LLC PENSION PLAN AND TRUST
CashBalance
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
P A PALAZZO LLC PROFIT SHARING PLAN AND TRUST
401k
Assets$1.4M
Participants14
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 | P A PALAZZO LLC PENSION PLAN AND TRUST | CashBalance | $2.0M | 7 | 2025 | |
| 002 | P A PALAZZO LLC PROFIT SHARING PLAN AND TRUST | 401k | $1.4M | 14 | 2025 |
Retirement plans