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  2. ANTHONY M DELIBERATO INC
Sponsor portfolio

ANTHONY M DELIBERATO INC

EIN 34-1609380-medical practice-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
17
4351 CLIFFVIEW DR. - INDEPENDENCE, OH 44131440-808-9809LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#003CashBalance-$1.5M - 7 part#002ProfitSharing-$1.1M - 10 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#003)57%
  • PROFIT SHARING PLAN (#002)43%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)10
  • CASH BALANCE PLAN (#003)7
Total 17Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ANTHONY M. DELIBERATO INC. CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ANTHONY M. DELIBERATO INC. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ANTHONY M. DELIBERATO INC. CASH BALANCE PLANCashBalance$1.5M72024
002ANTHONY M. DELIBERATO INC. 401(K) PROFIT SHARING PLANProfitSharing$1.1M102024
Retirement plans
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