Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE FEDELI GROUP, INC.
EIN 34-1310398insuranceLatest filing 2025
Plans
2
Retirement
2
$14.4M assets
Welfare
0
Participants
128
5005 ROCKSIDE ROAD, SUITE 500 - CLEVELAND, OH 44131216-643-6998thefedeligroup.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.4M assets / 128 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
THE FEDELI GROUP, LLC 401(K) PLAN
401k
Assets$14.1M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE FEDELI GROUP, LLC QUALIFIED REPLACEMENT PLAN AND TRUST
ProfitSharing
Assets$290K
Participants27
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 | THE FEDELI GROUP, LLC 401(K) PLAN | 401k | $14.1M | 101 | 2025 | |
| 004 | THE FEDELI GROUP, LLC QUALIFIED REPLACEMENT PLAN AND TRUST | ProfitSharing | $290K | 27 | 2024 |
Retirement plans