Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
VESCIO FAMILY ADVISORS, LLC
EIN 27-3435057accountingLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
19
2 DEPOT PLAZA, SUITE 403 - BEDFORD HILLS, NY 10507914-358-9888vesciocpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 19 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
VESCIO FAMILY ADVISORS, LLC 401K PLAN
401k
Assets$1.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN
Retirement plan
Assets$1.0M
Participants8
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 | VESCIO FAMILY ADVISORS, LLC 401K PLAN | 401k | $1.9M | 11 | 2025 | |
| 002 | VESCIO FAMILY ADVISORS, LLC CASH BALANCE PLAN | - | $1.0M | 8 | 2025 |
Retirement plans