Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRATTALLONE WEALTH PARTNERS
EIN 27-2846996Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
8
6300 E. FULTON ST. - ADA, MI 49301616-682-5000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 8 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
SYLVIA FRATTALLONE SAVINGS AND RETIREMENT PLAN
401k
Assets$3.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SYLVIA FRATTALLONE DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$935K
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 | |
|---|---|---|---|---|---|---|
| 001 | SYLVIA FRATTALLONE SAVINGS AND RETIREMENT PLAN | 401k | $3.4M | 4 | 2025 | |
| 002 | SYLVIA FRATTALLONE DEFINED BENEFIT PENSION PLAN | CashBalance | $935K | 4 | 2025 |
Retirement plans