Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
ARANEO TAX, INC.
EIN 27-5027141Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
16
41 FRONT STREET, 2ND FLOOR - ROCKVILLE CENTRE, NY 11570516-214-0612
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 16 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
ARANEO TAX, INC. CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ARANEO TAX, INC. 401(K) PLAN
401k
Assets$824K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ARANEO TAX, INC. CASH BALANCE PLAN | CashBalance | $2.0M | 7 | 2025 | |
| 001 | ARANEO TAX, INC. 401(K) PLAN | 401k | $824K | 9 | 2024 |
Retirement plans