Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ANTONETTI CAPITAL MANAGEMENT, LLC
EIN 27-1591152financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
6
3200 BAILEY LANE, SUITE 155 - NAPLES, FL 34105239-403-0218antonetticapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 6 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
ANTONETTI CAPITAL MANAGEMENT DEFINED BENEFIT PLAN
TraditionalDB
Assets$964K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANTONETTI CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$244K
Participants4
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 | ANTONETTI CAPITAL MANAGEMENT DEFINED BENEFIT PLAN | TraditionalDB | $964K | 2 | 2024 | |
| 001 | ANTONETTI CAPITAL MANAGEMENT 401(K) PLAN | 401k | $244K | 4 | 2024 |
Retirement plans