Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
MARK A FOGLIETTI DO INC
EIN 34-1850741Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
Participants
42
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 37 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
MARK A FOGLIETTI, D.O. INC 401K PROFIT SHARING PLAN & TRUST
401k
Assets$3.9M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MARK A. FOGLIETTI, D.O., INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MARK A FOGLIETTI DO INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARK A FOGLIETTI, D.O. INC 401K PROFIT SHARING PLAN & TRUST | 401k | $3.9M | 19 | 2024 | |
| 003 | MARK A. FOGLIETTI, D.O., INC. CASH BALANCE PLAN AND TRUST | CashBalance | $1.5M | 18 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARK A FOGLIETTI DO INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans